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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 | $199,109-11.1% | $173,730+1.9% | $154,746+14.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 19.06% | 20.02%-1.0pp | 19.96%-0.9pp | 172.34%-153.3pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,867 | $7,113+109.0% | $6,326+135.0% | $6,730+120.9% |
| Admin fee / account holder | $1,362 | $20,916-93.5% | $17,523-92.2% | $14,365-90.5% |