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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 | $19,445 | $107,666-81.9% | $102,184-81.0% | $154,746-87.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 39.17% | 29.33%+9.8pp | 31.58%+7.6pp | 172.34%-133.2pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,118 | $8,719-6.9% | $8,309-2.3% | $6,730+20.6% |
| Admin fee / account holder | $4,398 | $12,943-66.0% | $11,609-62.1% | $14,365-69.4% |