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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 | $89,278 | $156,398-42.9% | $147,318-39.4% | $138,895-35.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.48% | 78.75%-55.3pp | 70.43%-47.0pp | 145.39%-121.9pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $27,392 | $8,237+232.5% | $7,906+246.5% | $6,396+328.3% |
| Admin fee / account holder | $1,364 | $14,976-90.9% | $13,708-90.1% | $12,562-89.1% |