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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 | $27,782 | $162,967-83.0% | $135,792-79.5% | $138,895-80.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 14.70% | 30.08%-15.4pp | 25.96%-11.3pp | 145.39%-130.7pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $24,336 | $5,640+331.5% | $4,759+411.3% | $6,396+280.5% |
| Admin fee / account holder | $18,376 | $15,306+20.1% | $12,266+49.8% | $12,562+46.3% |