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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 | $127,383 | $118,496+7.5% | $98,461+29.4% | $139,466-8.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 19.19% | 18.96%+0.2pp | 21.17%-2.0pp | 373.66%-354.5pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $26,250 | $5,393+386.7% | $4,738+454.0% | $6,712+291.1% |
| Admin fee / account holder | $976 | $14,056-93.1% | $8,961-89.1% | $11,409-91.4% |