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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 | $77,472-13.6% | $100,415-33.3% | $80,959-17.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 25.62% | 37.26%-11.6pp | 49.47%-23.9pp | 35.67%-10.0pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $17,174 | $6,818+151.9% | $8,091+112.3% | $4,300+299.4% |
| Admin fee / account holder | $5,991 | $5,885+1.8% | $7,906-24.2% | $6,925-13.5% |