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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 | $89,836 | $148,623-39.6% | $135,974-33.9% | $139,466-35.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.74% | 79.30%-55.6pp | 68.30%-44.6pp | 373.66%-349.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $22,500 | $8,103+177.7% | $7,760+189.9% | $6,712+235.2% |
| Admin fee / account holder | $557 | $12,406-95.5% | $10,767-94.8% | $11,409-95.1% |