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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 | $50,230 | $181,062-72.3% | $158,223-68.3% | $155,188-67.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 20.19% | 57.39%-37.2pp | 52.09%-31.9pp | 148.84%-128.6pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,875 | $6,134-4.2% | $5,467+7.5% | $6,531-10.0% |
| Admin fee / account holder | $11,480 | $18,825-39.0% | $16,047-28.5% | $14,480-20.7% |