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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 | $31,886 | $174,379-81.7% | $152,093-79.0% | $138,895-77.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.23% | 74.86%-61.6pp | 66.36%-53.1pp | 145.39%-132.2pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,530 | $6,159-42.7% | $5,451-35.3% | $6,396-44.8% |
| Admin fee / account holder | $5,358 | $16,880-68.3% | $14,497-63.0% | $12,562-57.3% |