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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 | $40,411 | $107,666-62.5% | $102,184-60.5% | $154,746-73.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 18.82% | 29.33%-10.5pp | 31.58%-12.8pp | 172.34%-153.5pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $22,070 | $8,719+153.1% | $8,309+165.6% | $6,730+227.9% |
| Admin fee / account holder | $7,081 | $12,943-45.3% | $11,609-39.0% | $14,365-50.7% |