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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 | $28,083 | $124,425-77.4% | $112,040-74.9% | $137,256-79.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 25.40% | 24.72%+0.7pp | 24.52%+0.9pp | 220.34%-194.9pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,594 | $5,718+102.7% | $5,098+127.4% | $6,407+81.0% |
| Admin fee / account holder | $1,594 | $15,207-89.5% | $12,098-86.8% | $12,270-87.0% |