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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 | $65,296 | $97,289-32.9% | $92,805-29.6% | $155,188-57.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 22.34% | 29.03%-6.7pp | 31.59%-9.2pp | 148.84%-126.5pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $22,509 | $8,795+155.9% | $8,448+166.5% | $6,531+244.6% |
| Admin fee / account holder | $14,368 | $12,015+19.6% | $10,911+31.7% | $14,480-0.8% |