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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 | $112,253 | $211,224-46.9% | $178,505-37.1% | $145,897-23.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.92% | 30.28%-21.4pp | 27.16%-18.2pp | 552.29%-543.4pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,278 | $6,966-81.7% | $6,280-79.7% | $6,689-80.9% |
| Admin fee / account holder | $589 | $12,109-95.1% | $10,428-94.3% | $13,390-95.6% |