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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 | $87,430 | $201,370-56.6% | $184,256-52.5% | $145,897-40.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.44% | 29.05%-12.6pp | 28.85%-12.4pp | 552.29%-535.9pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,868 | $9,808+21.0% | $9,133+29.9% | $6,689+77.4% |
| Admin fee / account holder | $396 | $16,364-97.6% | $13,899-97.1% | $13,390-97.0% |