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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 | $63,631 | $223,823-71.6% | $211,142-69.9% | $154,746-58.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.79% | 50.39%-35.6pp | 46.84%-32.0pp | 172.34%-157.5pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $18,354 | $9,750+88.2% | $9,284+97.7% | $6,730+172.7% |
| Admin fee / account holder | $13,084 | $19,707-33.6% | $19,076-31.4% | $14,365-8.9% |