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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 | $33,855 | $135,905-75.1% | $126,068-73.1% | $198,609-83.0% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 13.09% | 14.07%-1.0pp | 15.01%-1.9pp | 202.70%-189.6pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $14,414 | $8,523+69.1% | $8,214+75.5% | $6,977+106.6% |
| Admin fee / account holder | $13,963 | $21,036-33.6% | $18,264-23.5% | $19,030-26.6% |