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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 | $180,116 | $165,381+8.9% | $149,730+20.3% | $158,966+13.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.89% | 348.29%-334.4pp | 276.70%-262.8pp | 302.95%-289.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $19,000 | $7,182+164.5% | $6,843+177.7% | $5,983+217.6% |
| Admin fee / account holder | $922 | $10,809-91.5% | $9,310-90.1% | $11,250-91.8% |