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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 | $66,948 | $77,460-13.6% | $100,378-33.3% | $80,925-17.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 25.62% | 37.24%-11.6pp | 49.41%-23.8pp | 35.65%-10.0pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $17,174 | $6,818+151.9% | $8,087+112.4% | $4,299+299.5% |
| Admin fee / account holder | $5,991 | $5,887+1.8% | $7,899-24.2% | $6,940-13.7% |