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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 | $43,810 | $45,079-2.8% | $69,461-36.9% | $72,983-40.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 23.51% | 22.65%+0.9pp | 28.97%-5.5pp | 81.01%-57.5pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,685 | $2,603+272.1% | $3,536+173.9% | $3,608+168.5% |
| Admin fee / account holder | $1,995 | $3,056-34.7% | $3,840-48.0% | $5,124-61.1% |