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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 | $66,436 | $209,336-68.3% | $197,124-66.3% | $137,256-51.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.44% | 48.09%-30.6pp | 44.34%-26.9pp | 220.34%-202.9pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $29,609 | $9,614+208.0% | $9,135+224.1% | $6,407+362.1% |
| Admin fee / account holder | $7,935 | $17,308-54.2% | $16,298-51.3% | $12,270-35.3% |