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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 | $45,749 | $154,228-70.3% | $145,433-68.5% | $137,256-66.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.23% | 74.59%-58.4pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $17,286 | $8,216+110.4% | $7,897+118.9% | $6,407+169.8% |
| Admin fee / account holder | $8,006 | $14,344-44.2% | $13,129-39.0% | $12,270-34.7% |