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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 | $40,837 | $107,666-62.1% | $102,184-60.0% | $154,746-73.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 17.63% | 29.33%-11.7pp | 31.58%-13.9pp | 172.34%-154.7pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,514 | $8,719+66.5% | $8,309+74.7% | $6,730+115.7% |
| Admin fee / account holder | $7,826 | $12,943-39.5% | $11,609-32.6% | $14,365-45.5% |