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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 | $97,289-80.0% | $92,805-79.0% | $155,188-87.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 39.17% | 29.03%+10.1pp | 31.59%+7.6pp | 148.84%-109.7pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,118 | $8,795-7.7% | $8,448-3.9% | $6,531+24.3% |
| Admin fee / account holder | $4,398 | $12,015-63.4% | $10,911-59.7% | $14,480-69.6% |