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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 | $169,571 | $275,752-38.5% | $256,809-34.0% | $198,609-14.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 19.98% | 34.81%-14.8pp | 32.73%-12.7pp | 202.70%-182.7pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,062 | $10,037-9.7% | $9,520-4.8% | $6,977+29.9% |
| Admin fee / account holder | $5,000 | $25,716-80.6% | $25,146-80.1% | $19,030-73.7% |