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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 | $124,736 | $107,809+15.7% | $97,032+28.6% | $155,188-19.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 14.96% | 38.06%-23.1pp | 35.38%-20.4pp | 148.84%-133.9pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $16,638 | $5,129+224.4% | $4,672+256.1% | $6,531+154.7% |
| Admin fee / account holder | $2,779 | $10,717-74.1% | $9,418-70.5% | $14,480-80.8% |