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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 | $36,467 | $100,970-63.9% | $96,576-62.2% | $137,256-73.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.32% | 38.16%-19.8pp | 38.47%-20.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $16,207 | $8,286+95.6% | $7,956+103.7% | $6,407+153.0% |
| Admin fee / account holder | $12,047 | $11,312+6.5% | $11,381+5.9% | $12,270-1.8% |