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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 | $29,367 | $97,289-69.8% | $92,805-68.4% | $155,188-81.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 19.48% | 29.03%-9.6pp | 31.59%-12.1pp | 148.84%-129.4pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,707 | $8,795-23.7% | $8,448-20.6% | $6,531+2.7% |
| Admin fee / account holder | $4,511 | $12,015-62.5% | $10,911-58.7% | $14,480-68.8% |