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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 | $38,269 | $181,062-78.9% | $158,223-75.8% | $155,188-75.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 24.27% | 57.39%-33.1pp | 52.09%-27.8pp | 148.84%-124.6pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $15,023 | $6,134+144.9% | $5,467+174.8% | $6,531+130.0% |
| Admin fee / account holder | $1,167 | $18,825-93.8% | $16,047-92.7% | $14,480-91.9% |