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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 | $89,347 | $107,666-17.0% | $102,184-12.6% | $154,746-42.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 15.40% | 29.33%-13.9pp | 31.58%-16.2pp | 172.34%-156.9pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,657 | $8,719-35.1% | $8,309-31.9% | $6,730-15.9% |
| Admin fee / account holder | $2,215 | $12,943-82.9% | $11,609-80.9% | $14,365-84.6% |