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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 | $181,230 | $182,442-0.7% | $163,379+10.9% | $138,895+30.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 15.98% | 72.74%-56.8pp | 63.41%-47.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,499 | $6,817+24.7% | $6,282+35.3% | $6,396+32.9% |
| Admin fee / account holder | $425 | $10,396-95.9% | $9,818-95.7% | $12,562-96.6% |