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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 | $131,035 | $136,860-4.3% | $120,344+8.9% | $154,746-15.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 15.33% | 21.38%-6.0pp | 20.30%-5.0pp | 172.34%-157.0pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,271 | $5,793+94.5% | $5,135+119.5% | $6,730+67.5% |
| Admin fee / account holder | $41,748 | $15,393+171.2% | $12,742+227.7% | $14,365+190.6% |