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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 | $47,545 | $124,425-61.8% | $112,040-57.6% | $137,256-65.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 29.04% | 24.72%+4.3pp | 24.52%+4.5pp | 220.34%-191.3pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,986 | $5,718+144.6% | $5,098+174.4% | $6,407+118.3% |
| Admin fee / account holder | $4,256 | $15,207-72.0% | $12,098-64.8% | $12,270-65.3% |