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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 | $112,729-61.6% | $98,716-56.2% | $137,256-68.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.81% | 38.48%-25.7pp | 31.81%-19.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,016 | $4,640-56.6% | $4,048-50.2% | $6,407-68.5% |
| Admin fee / account holder | $13,454 | $10,129+32.8% | $8,703+54.6% | $12,270+9.6% |