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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 | $75,476 | $228,352-66.9% | $185,835-59.4% | $158,966-52.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.94% | 40.81%-26.9pp | 35.96%-22.0pp | 302.95%-289.0pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,588 | $6,416-59.7% | $5,633-54.1% | $5,983-56.8% |
| Admin fee / account holder | $441 | $11,867-96.3% | $9,502-95.4% | $11,250-96.1% |