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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 | $27,999 | $156,398-82.1% | $147,318-81.0% | $138,895-79.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.69% | 78.75%-58.1pp | 70.43%-49.7pp | 145.39%-124.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,145 | $8,237+47.4% | $7,906+53.6% | $6,396+89.9% |
| Admin fee / account holder | $143,993 | $14,976+861.5% | $13,708+950.5% | $12,562+1046.2% |