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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 | $54,226 | $142,354-61.9% | $125,529-56.8% | $155,188-65.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 21.27% | 306.06%-284.8pp | 202.56%-181.3pp | 148.84%-127.6pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $16,308 | $5,491+197.0% | $4,813+238.9% | $6,531+149.7% |
| Admin fee / account holder | $2,792 | $19,392-85.6% | $16,298-82.9% | $14,480-80.7% |