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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 | $180,213 | $227,399-20.8% | $189,758-5.0% | $198,609-9.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 79.8%+9.1pp | 82.4%+6.5pp |
| Annual return | 19.39% | 61.03%-41.6pp | 52.62%-33.2pp | 202.70%-183.3pp |
| Employer contribution / active EE | $1,111 | $5,526-79.9% | $4,767-76.7% | $5,055-78.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $976 | $25,162-96.1% | $20,388-95.2% | $19,030-94.9% |