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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 | $73,127 | $228,395-68.0% | $185,861-60.7% | $158,982-54.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 41.86% | 40.82%+1.0pp | 35.96%+5.9pp | 302.99%-261.1pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $16,125 | $6,417+151.3% | $5,634+186.2% | $5,983+169.5% |
| Admin fee / account holder | $574 | $11,869-95.2% | $9,503-94.0% | $11,252-94.9% |