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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 | $52,743 | $199,109-73.5% | $173,730-69.6% | $154,746-65.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 14.47% | 20.02%-5.6pp | 19.96%-5.5pp | 172.34%-157.9pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,645 | $7,113-34.7% | $6,326-26.6% | $6,730-31.0% |
| Admin fee / account holder | $57,153 | $20,916+173.3% | $17,523+226.2% | $14,365+297.9% |