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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 | $86,883 | $114,013-23.8% | $103,693-16.2% | $155,188-44.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 19.86% | 49.31%-29.5pp | 47.61%-27.8pp | 148.84%-129.0pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $14,820 | $4,970+198.2% | $4,579+223.6% | $6,531+126.9% |
| Admin fee / account holder | $348 | $8,407-95.9% | $7,858-95.6% | $14,480-97.6% |