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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 | $123,155-51.9% | $108,753-45.5% | $155,188-61.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 26.44% | 44.73%-18.3pp | 37.47%-11.0pp | 148.84%-122.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $14,139 | $4,623+205.8% | $4,115+243.6% | $6,531+116.5% |
| Admin fee / account holder | $345 | $12,126-97.2% | $10,320-96.7% | $14,480-97.6% |