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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 | $131,112 | $209,336-37.4% | $197,124-33.5% | $137,256-4.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.26% | 48.09%-26.8pp | 44.34%-23.1pp | 220.34%-199.1pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $17,792 | $9,614+85.1% | $9,135+94.8% | $6,407+177.7% |
| Admin fee / account holder | $703 | $17,308-95.9% | $16,298-95.7% | $12,270-94.3% |