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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 | $107,570 | $222,882-51.7% | $182,153-40.9% | $198,609-45.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.7%+34.3pp | 82.4%+17.6pp |
| Annual return | 5.21% | 38.53%-33.3pp | 35.04%-29.8pp | 202.70%-197.5pp |
| Employer contribution / active EE | $0 | $2,741-100.0% | $2,593-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,677 | $4,212-12.7% | $3,776-2.6% | $6,977-47.3% |
| Admin fee / account holder | $9,074 | $8,972+1.1% | $9,477-4.2% | $19,030-52.3% |