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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 | $85,654 | $155,555-44.9% | $146,866-41.7% | $155,188-44.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 36.98% | 115.41%-78.4pp | 102.85%-65.9pp | 148.84%-111.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $16,380 | $8,044+103.6% | $7,759+111.1% | $6,531+150.8% |
| Admin fee / account holder | $2,375 | $14,755-83.9% | $13,620-82.6% | $14,480-83.6% |