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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 | $238,298 | $211,288+12.8% | $178,540+33.5% | $145,884+63.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.48% | 30.27%-15.8pp | 27.15%-12.7pp | 551.85%-537.4pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $18,000 | $6,967+158.4% | $6,281+186.6% | $6,690+169.1% |
| Admin fee / account holder | $2,882 | $12,105-76.2% | $10,424-72.4% | $13,392-78.5% |