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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 | $107,751 | $148,623-27.5% | $135,974-20.8% | $139,466-22.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.76% | 79.30%-61.5pp | 68.30%-50.5pp | 373.66%-355.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,848 | $8,103-15.5% | $7,760-11.7% | $6,712+2.0% |
| Admin fee / account holder | $1,452 | $12,406-88.3% | $10,767-86.5% | $11,409-87.3% |