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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 | $49,042 | $106,267-53.8% | $96,520-49.2% | $139,456-64.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.22% | 38.45%-22.2pp | 35.72%-19.5pp | 373.45%-357.2pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,534 | $5,454-71.9% | $4,879-68.6% | $6,711-77.1% |
| Admin fee / account holder | $9,495 | $7,882+20.5% | $6,733+41.0% | $11,407-16.8% |