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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 | $87,527 | $112,729-22.4% | $98,716-11.3% | $137,256-36.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.43% | 38.48%-26.1pp | 31.81%-19.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,108 | $4,640+53.2% | $4,048+75.6% | $6,407+10.9% |
| Admin fee / account holder | $7,034 | $10,129-30.6% | $8,703-19.2% | $12,270-42.7% |