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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 | $145,714 | $156,398-6.8% | $147,318-1.1% | $138,895+4.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.58% | 78.75%-59.2pp | 70.43%-50.9pp | 145.39%-125.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $23,500 | $8,237+185.3% | $7,906+197.2% | $6,396+267.4% |
| Admin fee / account holder | $945 | $14,976-93.7% | $13,708-93.1% | $12,562-92.5% |