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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 | $37,323 | $152,460-75.5% | $118,746-68.6% | $147,586-74.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 18.06% | 17.41%+0.6pp | 24.54%-6.5pp | 578.59%-560.5pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,880 | $6,212+10.7% | $5,332+29.0% | $5,439+26.5% |
| Admin fee / account holder | $462 | $16,953-97.3% | $10,720-95.7% | $10,886-95.8% |