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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 | $179,936 | $106,280+69.3% | $96,538+86.4% | $139,487+29.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.59% | 38.48%-17.9pp | 35.74%-15.1pp | 373.84%-353.2pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $8,582 | $5,457+57.3% | $4,880+75.9% | $6,713+27.9% |
| Admin fee / account holder | $1,025 | $7,888-87.0% | $6,737-84.8% | $11,407-91.0% |