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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 | $124,425-36.6% | $112,040-29.6% | $137,256-42.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.54% | 24.72%-5.2pp | 24.52%-5.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $20,603 | $5,718+260.3% | $5,098+304.2% | $6,407+221.6% |
| Admin fee / account holder | $2,711 | $15,207-82.2% | $12,098-77.6% | $12,270-77.9% |