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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 | $68,288 | $275,752-75.2% | $256,809-73.4% | $198,609-65.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 21.58% | 34.81%-13.2pp | 32.73%-11.1pp | 202.70%-181.1pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $23,443 | $10,037+133.6% | $9,520+146.3% | $6,977+236.0% |
| Admin fee / account holder | $3,756 | $25,716-85.4% | $25,146-85.1% | $19,030-80.3% |