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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 | $184,014 | $208,088-11.6% | $186,193-1.2% | $154,746+18.9% |
| Participation rate | 88.9% | 80.0%+8.9pp | 77.1%+11.8pp | 80.7%+8.2pp |
| Annual return | 10.00% | 89.97%-80.0pp | 78.03%-68.0pp | 172.34%-162.3pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $16,567 | $7,078+134.1% | $6,513+154.4% | $6,730+146.2% |
| Admin fee / account holder | $36,354 | $11,698+210.8% | $11,058+228.8% | $14,365+153.1% |