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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 | $171,656 | $213,785-19.7% | $185,441-7.4% | $155,188+10.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 10.74% | 19.97%-9.2pp | 20.16%-9.4pp | 148.84%-138.1pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $31,000 | $6,864+351.6% | $6,152+403.9% | $6,531+374.6% |
| Admin fee / account holder | $1,697 | $21,134-92.0% | $17,890-90.5% | $14,480-88.3% |