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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 | $106,073 | $180,028-41.1% | $138,135-23.2% | $158,950-33.3% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 17.78% | 21.68%-3.9pp | 20.51%-2.7pp | 302.91%-285.1pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $19,500 | $7,717+152.7% | $6,431+203.2% | $5,983+225.9% |
| Admin fee / account holder | $883 | $17,912-95.1% | $11,856-92.6% | $11,248-92.1% |