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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 | $33,016 | $138,312-76.1% | $122,979-73.2% | $155,188-78.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 11.63% | 22.06%-10.4pp | 20.12%-8.5pp | 148.84%-137.2pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,355 | $5,592+67.3% | $5,003+87.0% | $6,531+43.2% |
| Admin fee / account holder | $12,768 | $15,089-15.4% | $12,864-0.7% | $14,480-11.8% |