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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 | $44,556 | $135,905-67.2% | $126,068-64.7% | $198,609-77.6% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 12.54% | 14.07%-1.5pp | 15.01%-2.5pp | 202.70%-190.2pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,748 | $8,523-32.6% | $8,214-30.0% | $6,977-17.6% |
| Admin fee / account holder | $16,829 | $21,036-20.0% | $18,264-7.9% | $19,030-11.6% |