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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 | $69,059 | $98,240-29.7% | $82,312-16.1% | $147,586-53.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.00% | 30.85%-14.9pp | 25.88%-9.9pp | 578.59%-562.6pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,478 | $4,383-66.3% | $3,706-60.1% | $5,439-72.8% |
| Admin fee / account holder | $8,671 | $8,563+1.3% | $5,608+54.6% | $10,886-20.3% |