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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 | $64,030 | $83,061-22.9% | $126,068-49.2% | $94,015-31.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 84.7%+15.3pp | 70.8%+29.2pp |
| Annual return | 19.93% | 20.41%-0.5pp | 15.01%+4.9pp | 17.84%+2.1pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $19,322 | $7,042+174.4% | $8,214+135.2% | $4,249+354.7% |
| Admin fee / account holder | $5,803 | $7,208-19.5% | $18,264-68.2% | $8,951-35.2% |