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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 | $209,336-19.0% | $197,124-14.0% | $137,256+23.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.98% | 48.09%-28.1pp | 44.34%-24.4pp | 220.34%-200.4pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,062 | $9,614-5.7% | $9,135-0.8% | $6,407+41.4% |
| Admin fee / account holder | $5,000 | $17,308-71.1% | $16,298-69.3% | $12,270-59.3% |