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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 | $79,048 | $100,970-21.7% | $96,576-18.1% | $137,256-42.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.01% | 38.16%-24.2pp | 38.47%-24.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,310 | $8,286-72.1% | $7,956-71.0% | $6,407-63.9% |
| Admin fee / account holder | $595 | $11,312-94.7% | $11,381-94.8% | $12,270-95.2% |