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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 | $138,312-50.8% | $122,979-44.6% | $155,188-56.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 9.72% | 22.06%-12.3pp | 20.12%-10.4pp | 148.84%-139.1pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $14,032 | $5,592+150.9% | $5,003+180.5% | $6,531+114.8% |
| Admin fee / account holder | $12,086 | $15,089-19.9% | $12,864-6.0% | $14,480-16.5% |