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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 | $126,661-73.9% | $113,397-70.9% | $138,895-76.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 11.63% | 25.05%-13.4pp | 23.20%-11.6pp | 145.39%-133.8pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,355 | $5,693+64.3% | $5,076+84.3% | $6,396+46.3% |
| Admin fee / account holder | $12,768 | $14,549-12.2% | $11,957+6.8% | $12,562+1.6% |