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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 | $21,132 | $181,062-88.3% | $158,223-86.6% | $155,188-86.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.70% | 57.39%-39.7pp | 52.09%-34.4pp | 148.84%-131.1pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,059 | $6,134+80.3% | $5,467+102.3% | $6,531+69.3% |
| Admin fee / account holder | $10,849 | $18,825-42.4% | $16,047-32.4% | $14,480-25.1% |