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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,767 | $201,370-47.0% | $184,256-42.1% | $145,897-26.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.90% | 29.05%-8.2pp | 28.85%-7.9pp | 552.29%-531.4pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,508 | $9,808+47.9% | $9,133+58.8% | $6,689+116.9% |
| Admin fee / account holder | $6,641 | $16,364-59.4% | $13,899-52.2% | $13,390-50.4% |