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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 | $68,676 | $227,399-69.8% | $189,758-63.8% | $198,609-65.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.89% | 61.03%-44.1pp | 52.62%-35.7pp | 202.70%-185.8pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,078 | $6,837-11.1% | $5,856+3.8% | $6,977-12.9% |
| Admin fee / account holder | $28,403 | $25,162+12.9% | $20,388+39.3% | $19,030+49.2% |