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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 | $41,450 | $154,228-73.1% | $145,433-71.5% | $137,256-69.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.64% | 74.59%-57.0pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,155 | $8,216-37.3% | $7,897-34.7% | $6,407-19.5% |
| Admin fee / account holder | $2,286 | $14,344-84.1% | $13,129-82.6% | $12,270-81.4% |