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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 | $43,746 | $103,164-57.6% | $90,259-51.5% | $154,746-71.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 23.63% | 19.25%+4.4pp | 18.88%+4.7pp | 172.34%-148.7pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,493 | $4,422+250.4% | $3,827+304.9% | $6,730+130.2% |
| Admin fee / account holder | $10,969 | $8,593+27.7% | $7,267+50.9% | $14,365-23.6% |