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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 | $50,016 | $148,623-66.3% | $135,974-63.2% | $139,466-64.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.35% | 79.30%-57.9pp | 68.30%-47.0pp | 373.66%-352.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,250 | $8,103+26.5% | $7,760+32.1% | $6,712+52.7% |
| Admin fee / account holder | $371 | $12,406-97.0% | $10,767-96.6% | $11,409-96.8% |