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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 | $55,332 | $100,970-45.2% | $96,576-42.7% | $137,256-59.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.42% | 38.16%-17.7pp | 38.47%-18.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $16,796 | $8,286+102.7% | $7,956+111.1% | $6,407+162.2% |
| Admin fee / account holder | $1,972 | $11,312-82.6% | $11,381-82.7% | $12,270-83.9% |