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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 | $147,594-70.4% | $121,871-64.1% | $198,609-78.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 23.63% | 12.94%+10.7pp | 13.57%+10.1pp | 202.70%-179.1pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $2,731-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $15,493 | $5,168+199.8% | $4,318+258.8% | $6,977+122.1% |
| Admin fee / account holder | $10,969 | $15,134-27.5% | $11,551-5.0% | $19,030-42.4% |