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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 | $227,291-70.0% | $214,702-68.2% | $155,188-56.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 21.58% | 60.08%-38.5pp | 54.55%-33.0pp | 148.84%-127.3pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $23,443 | $9,582+144.7% | $9,147+156.3% | $6,531+258.9% |
| Admin fee / account holder | $3,756 | $20,413-81.6% | $19,830-81.1% | $14,480-74.1% |