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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 | $70,302 | $168,636-58.3% | $147,618-52.4% | $125,388-43.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 10.13% | 77.65%-67.5pp | 61.98%-51.9pp | 282.24%-272.1pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,101 | $5,507-61.9% | $4,895-57.1% | $5,352-60.7% |
| Admin fee / account holder | $14,693 | $13,580+8.2% | $11,612+26.5% | $9,541+54.0% |