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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 | $191,575 | $182,442+5.0% | $163,379+17.3% | $138,895+37.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 17.98% | 72.74%-54.8pp | 63.41%-45.4pp | 145.39%-127.4pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $15,500 | $6,817+127.4% | $6,282+146.8% | $6,396+142.3% |
| Admin fee / account holder | $47,725 | $10,396+359.1% | $9,818+386.1% | $12,562+279.9% |