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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 | $59,219 | $115,225-48.6% | $100,712-41.2% | $138,895-57.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 26.44% | 40.35%-13.9pp | 33.27%-6.8pp | 145.39%-119.0pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $14,139 | $4,699+200.9% | $4,085+246.1% | $6,396+121.1% |
| Admin fee / account holder | $345 | $10,844-96.8% | $9,256-96.3% | $12,562-97.3% |