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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 | $29,810 | $100,970-70.5% | $96,576-69.1% | $137,256-78.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.91% | 38.16%-16.2pp | 38.47%-16.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,419 | $8,286+49.9% | $7,956+56.1% | $6,407+93.8% |
| Admin fee / account holder | $5,640 | $11,312-50.1% | $11,381-50.4% | $12,270-54.0% |