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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 | $141,951 | $117,444+20.9% | $99,479+42.7% | $152,909-7.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 17.84% | 31.87%-14.0pp | 30.72%-12.9pp | 345.46%-327.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,323 | $4,086+152.6% | $3,619+185.3% | $5,851+76.4% |
| Admin fee / account holder | $1,352 | $7,635-82.3% | $6,253-78.4% | $11,601-88.3% |