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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 | $150,505 | $228,395-34.1% | $185,861-19.0% | $158,982-5.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.13% | 40.82%-28.7pp | 35.96%-23.8pp | 302.99%-290.9pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $26,000 | $6,417+305.2% | $5,634+361.5% | $5,983+334.5% |
| Admin fee / account holder | $1,154 | $11,869-90.3% | $9,503-87.9% | $11,252-89.7% |