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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 | $41,563 | $115,903-64.1% | $100,528-58.7% | $158,966-73.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.69% | 34.80%-22.1pp | 30.90%-18.2pp | 302.95%-290.3pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,787 | $6,677+46.6% | $6,271+56.1% | $5,983+63.6% |
| Admin fee / account holder | $2,558 | $11,000-76.8% | $8,084-68.4% | $11,250-77.3% |