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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 | $34,233 | $155,555-78.0% | $146,866-76.7% | $155,188-77.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.44% | 115.41%-96.0pp | 102.85%-83.4pp | 148.84%-129.4pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,526 | $8,044+43.3% | $7,759+48.5% | $6,531+76.5% |
| Admin fee / account holder | $3,698 | $14,755-74.9% | $13,620-72.9% | $14,480-74.5% |