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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 | $107,666-48.6% | $102,184-45.9% | $154,746-64.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 20.42% | 29.33%-8.9pp | 31.58%-11.2pp | 172.34%-151.9pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $16,796 | $8,719+92.6% | $8,309+102.1% | $6,730+149.6% |
| Admin fee / account holder | $1,972 | $12,943-84.8% | $11,609-83.0% | $14,365-86.3% |