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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 | $102,245-57.2% | $89,340-51.0% | $137,256-68.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 23.63% | 21.89%+1.7pp | 20.57%+3.1pp | 220.34%-196.7pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $15,493 | $4,436+249.2% | $3,823+305.3% | $6,407+141.8% |
| Admin fee / account holder | $10,969 | $8,085+35.7% | $6,704+63.6% | $12,270-10.6% |