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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 | $40,713 | $107,809-62.2% | $97,032-58.0% | $155,188-73.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 14.49% | 38.06%-23.6pp | 35.38%-20.9pp | 148.84%-134.3pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,750 | $5,129+70.6% | $4,672+87.3% | $6,531+34.0% |
| Admin fee / account holder | $12,765 | $10,717+19.1% | $9,418+35.5% | $14,480-11.8% |