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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 | $29,344 | $155,555-81.1% | $146,866-80.0% | $155,188-81.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.04% | 115.41%-102.4pp | 102.85%-89.8pp | 148.84%-135.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,530 | $8,044-31.3% | $7,759-28.7% | $6,531-15.3% |
| Admin fee / account holder | $5,167 | $14,755-65.0% | $13,620-62.1% | $14,480-64.3% |