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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 | $107,666-58.6% | $102,184-56.4% | $154,746-71.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 12.54% | 29.33%-16.8pp | 31.58%-19.0pp | 172.34%-159.8pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,748 | $8,719-34.1% | $8,309-30.8% | $6,730-14.6% |
| Admin fee / account holder | $16,829 | $12,943+30.0% | $11,609+45.0% | $14,365+17.2% |