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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 | $79,988 | $155,555-48.6% | $146,866-45.5% | $155,188-48.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.80% | 115.41%-101.6pp | 102.85%-89.1pp | 148.84%-135.0pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $16,824 | $8,044+109.1% | $7,759+116.8% | $6,531+157.6% |
| Admin fee / account holder | $6,838 | $14,755-53.7% | $13,620-49.8% | $14,480-52.8% |