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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 | $30,167 | $181,062-83.3% | $158,223-80.9% | $155,188-80.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 124.08% | 57.39%+66.7pp | 52.09%+72.0pp | 148.84%-24.8pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,549 | $6,134-9.5% | $5,467+1.5% | $6,531-15.0% |
| Admin fee / account holder | $12,836 | $18,825-31.8% | $16,047-20.0% | $14,480-11.3% |