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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 | $174,379-82.7% | $152,093-80.2% | $138,895-78.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 124.08% | 74.86%+49.2pp | 66.36%+57.7pp | 145.39%-21.3pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,549 | $6,159-9.9% | $5,451+1.8% | $6,396-13.3% |
| Admin fee / account holder | $12,836 | $16,880-24.0% | $14,497-11.5% | $12,562+2.2% |