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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 | $54,629 | $126,661-56.9% | $113,397-51.8% | $138,895-60.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 18.08% | 25.05%-7.0pp | 23.20%-5.1pp | 145.39%-127.3pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $23,518 | $5,693+313.1% | $5,076+363.3% | $6,396+267.7% |
| Admin fee / account holder | $14,089 | $14,549-3.2% | $11,957+17.8% | $12,562+12.2% |