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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 | $40,332 | $139,948-71.2% | $121,663-66.8% | $154,746-73.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 19.16% | 230.52%-211.4pp | 147.54%-128.4pp | 172.34%-153.2pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,347 | $5,629+154.9% | $4,887+193.6% | $6,730+113.2% |
| Admin fee / account holder | $3,060 | $17,321-82.3% | $14,289-78.6% | $14,365-78.7% |