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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 | $66,318 | $100,970-34.3% | $96,576-31.3% | $137,256-51.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.46% | 38.16%-24.7pp | 38.47%-25.0pp | 220.34%-206.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,880 | $8,286-4.9% | $7,956-1.0% | $6,407+23.0% |
| Admin fee / account holder | $2,936 | $11,312-74.0% | $11,381-74.2% | $12,270-76.1% |