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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 | $124,697 | $157,276-20.7% | $141,177-11.7% | $152,885-18.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.80% | 64.33%-46.5pp | 71.40%-53.6pp | 345.39%-327.6pp |
| Employer contribution / active EE | $507 | $5,262-90.4% | $4,736-89.3% | $4,763-89.4% |
| Participant deferral / active EE | $17,414 | $7,110+144.9% | $6,710+159.5% | $5,851+197.6% |
| Admin fee / account holder | $978 | $12,123-91.9% | $10,263-90.5% | $11,598-91.6% |