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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 | $183,030 | $210,698-13.1% | $178,014+2.8% | $145,959+25.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.86% | 386.27%-375.4pp | 294.80%-283.9pp | 561.95%-551.1pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $15,250 | $6,958+119.2% | $6,276+143.0% | $6,689+128.0% |
| Admin fee / account holder | $1,506 | $12,016-87.5% | $10,362-85.5% | $13,398-88.8% |