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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 | $43,236 | $124,980-65.4% | $108,359-60.1% | $154,746-72.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 12.81% | 45.00%-32.2pp | 36.89%-24.1pp | 172.34%-159.5pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,016 | $4,743-57.5% | $4,137-51.3% | $6,730-70.0% |
| Admin fee / account holder | $13,454 | $11,502+17.0% | $9,741+38.1% | $14,365-6.3% |