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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 | $125,395 | $156,398-19.8% | $147,318-14.9% | $138,895-9.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.37% | 78.75%-56.4pp | 70.43%-48.1pp | 145.39%-123.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $15,358 | $8,237+86.4% | $7,906+94.3% | $6,396+140.1% |
| Admin fee / account holder | $1,789 | $14,976-88.1% | $13,708-86.9% | $12,562-85.8% |