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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 | $184,040 | $185,312-0.7% | $161,489+14.0% | $154,746+18.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.21% | 103.84%-89.6pp | 89.72%-75.5pp | 172.34%-158.1pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,471 | $6,350-13.8% | $5,630-2.8% | $6,730-18.7% |
| Admin fee / account holder | $1,473 | $18,654-92.1% | $16,006-90.8% | $14,365-89.7% |