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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 | $160,240 | $183,539-12.7% | $155,556+3.0% | $145,897+9.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.76% | 61.31%-43.6pp | 64.84%-47.1pp | 552.29%-534.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,146 | $6,467-66.8% | $5,631-61.9% | $6,689-67.9% |
| Admin fee / account holder | $2,858 | $19,275-85.2% | $15,885-82.0% | $13,390-78.7% |