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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 | $98,168 | $201,370-51.2% | $184,256-46.7% | $145,897-32.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.43% | 29.05%-18.6pp | 28.85%-18.4pp | 552.29%-541.9pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,875 | $9,808+0.7% | $9,133+8.1% | $6,689+47.6% |
| Admin fee / account holder | $6,859 | $16,364-58.1% | $13,899-50.6% | $13,390-48.8% |