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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 | $71,688 | $111,814-35.9% | $103,378-30.7% | $145,978-50.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.47% | 24.80%-9.3pp | 24.91%-9.4pp | 550.52%-535.0pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,739 | $5,618-51.2% | $5,058-45.8% | $6,690-59.1% |
| Admin fee / account holder | $674 | $9,764-93.1% | $8,401-92.0% | $13,400-95.0% |