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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 | $196,819 | $197,603-0.4% | $177,827+10.7% | $158,950+23.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.49% | 58.76%-51.3pp | 48.32%-40.8pp | 302.91%-295.4pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $17,100 | $8,404+103.5% | $7,713+121.7% | $5,983+185.8% |
| Admin fee / account holder | $7,257 | $15,402-52.9% | $12,429-41.6% | $11,248-35.5% |