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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 | $177,080 | $178,174-0.6% | $156,181+13.4% | $137,256+29.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.06% | 84.19%-65.1pp | 64.87%-45.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $14,867 | $6,888+115.8% | $6,132+142.4% | $6,407+132.0% |
| Admin fee / account holder | $1,362 | $17,404-92.2% | $14,586-90.7% | $12,270-88.9% |