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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 | $94,250 | $104,251-9.6% | $91,004+3.6% | $147,586-36.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 10.41% | 27.06%-16.7pp | 4.60%+5.8pp | 578.59%-568.2pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $11,000 | $4,195+162.2% | $3,548+210.1% | $5,439+102.3% |
| Admin fee / account holder | $402 | $8,948-95.5% | $5,417-92.6% | $10,886-96.3% |