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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 | $74,328 | $156,398-52.5% | $147,318-49.5% | $138,895-46.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 24.37% | 78.75%-54.4pp | 70.43%-46.1pp | 145.39%-121.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $26,480 | $8,237+221.5% | $7,906+234.9% | $6,396+314.0% |
| Admin fee / account holder | $921 | $14,976-93.9% | $13,708-93.3% | $12,562-92.7% |