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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 | $78,904 | $167,415-52.9% | $140,514-43.8% | $198,609-60.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 19.54% | 13.85%+5.7pp | 14.36%+5.2pp | 202.70%-183.2pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $20,603 | $5,579+269.3% | $4,919+318.9% | $6,977+195.3% |
| Admin fee / account holder | $2,711 | $16,730-83.8% | $13,697-80.2% | $19,030-85.8% |