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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 | $117,315 | $107,368+9.3% | $92,915+26.3% | $152,909-23.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.03% | 145.64%-123.6pp | 109.45%-87.4pp | 345.46%-323.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,348 | $4,848-72.2% | $4,238-68.2% | $5,851-77.0% |
| Admin fee / account holder | $5,008 | $7,082-29.3% | $5,796-13.6% | $11,601-56.8% |