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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 | $47,645 | $167,415-71.5% | $140,514-66.1% | $198,609-76.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 10.10% | 13.85%-3.8pp | 14.36%-4.3pp | 202.70%-192.6pp |
| Employer contribution / active EE | $625 | $4,088-84.7% | $3,378-81.5% | $5,055-87.6% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $14,541 | $16,730-13.1% | $13,697+6.2% | $19,030-23.6% |