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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 | $68,098 | $136,860-50.2% | $120,344-43.4% | $154,746-56.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 9.72% | 21.38%-11.7pp | 20.30%-10.6pp | 172.34%-162.6pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,032 | $5,793+142.2% | $5,135+173.3% | $6,730+108.5% |
| Admin fee / account holder | $12,086 | $15,393-21.5% | $12,742-5.1% | $14,365-15.9% |