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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 | $106,060 | $157,304-32.6% | $141,197-24.9% | $152,909-30.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.74% | 64.34%-43.6pp | 71.41%-50.7pp | 345.46%-324.7pp |
| Employer contribution / active EE | $548 | $5,263-89.6% | $4,736-88.4% | $4,764-88.5% |
| Participant deferral / active EE | $6,451 | $7,111-9.3% | $6,710-3.9% | $5,851+10.2% |
| Admin fee / account holder | $60,240 | $12,126+396.8% | $10,265+486.9% | $11,601+419.3% |