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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 | $82,046 | $215,361-61.9% | $171,082-52.0% | $273,968-70.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 3.28% | 25.14%-21.9pp | 32.56%-29.3pp | 41.45%-38.2pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $23,000 | $5,543+314.9% | $4,797+379.4% | $5,287+335.0% |
| Admin fee / account holder | $2,276 | $10,846-79.0% | $8,520-73.3% | $10,132-77.5% |