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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 | $133,311 | $129,737+2.8% | $119,126+11.9% | $154,746-13.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 19.94% | 379.08%-359.1pp | 282.11%-262.2pp | 172.34%-152.4pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,065 | $5,842+20.9% | $5,318+32.9% | $6,730+5.0% |
| Admin fee / account holder | $578 | $11,961-95.2% | $10,693-94.6% | $14,365-96.0% |