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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 | $160,789 | $152,592+5.4% | $125,180+28.4% | $152,885+5.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 14.86% | 54.84%-40.0pp | 43.79%-28.9pp | 345.39%-330.5pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,468 | $5,868+61.3% | $4,937+91.8% | $5,851+61.8% |
| Admin fee / account holder | $1,592 | $13,435-88.1% | $9,703-83.6% | $11,598-86.3% |