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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 | $89,602 | $201,259-55.5% | $184,200-51.4% | $145,959-38.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.28% | 28.98%-18.7pp | 28.80%-18.5pp | 561.95%-551.7pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,639 | $9,806-42.5% | $9,132-38.2% | $6,689-15.7% |
| Admin fee / account holder | $13,462 | $16,372-17.8% | $13,907-3.2% | $13,398+0.5% |