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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 | $82,896 | $185,883-55.4% | $170,043-51.2% | $139,466-40.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.71% | 60.54%-34.8pp | 53.40%-27.7pp | 373.66%-348.0pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $12,117 | $11,626+4.2% | $10,410+16.4% | $6,712+80.5% |
| Admin fee / account holder | $932 | $15,393-93.9% | $12,824-92.7% | $11,409-91.8% |