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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 | $123,155-64.9% | $108,753-60.2% | $155,188-72.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 12.81% | 44.73%-31.9pp | 37.47%-24.7pp | 148.84%-136.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,016 | $4,623-56.4% | $4,115-51.0% | $6,531-69.1% |
| Admin fee / account holder | $13,454 | $12,126+10.9% | $10,320+30.4% | $14,480-7.1% |