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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 | $20,740 | $115,225-82.0% | $100,712-79.4% | $138,895-85.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 17.35% | 40.35%-23.0pp | 33.27%-15.9pp | 145.39%-128.0pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,523 | $4,699+145.2% | $4,085+182.1% | $6,396+80.1% |
| Admin fee / account holder | $4,098 | $10,844-62.2% | $9,256-55.7% | $12,562-67.4% |