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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 | $125,876 | $111,814+12.6% | $103,378+21.8% | $145,978-13.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.85% | 24.80%-14.9pp | 24.91%-15.1pp | 550.52%-540.7pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $14,527 | $5,618+158.6% | $5,058+187.2% | $6,690+117.2% |
| Admin fee / account holder | $85,697 | $9,764+777.7% | $8,401+920.1% | $13,400+539.5% |