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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 | $66,216 | $154,209-57.1% | $130,062-49.1% | $139,487-52.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.42% | 32.52%-16.1pp | -137.37%+153.8pp | 373.84%-357.4pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,447 | $6,709-3.9% | $5,821+10.8% | $6,713-4.0% |
| Admin fee / account holder | $950 | $13,988-93.2% | $10,601-91.0% | $11,407-91.7% |