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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 | $18,157 | $92,798-80.4% | $96,707-81.2% | $137,256-86.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 21.75% | 31.24%-9.5pp | 34.78%-13.0pp | 220.34%-198.6pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,867 | $5,877-0.2% | $5,997-2.2% | $6,407-8.4% |
| Admin fee / account holder | $5,578 | $7,946-29.8% | $7,503-25.7% | $12,270-54.5% |