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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 | $41,170 | $182,442-77.4% | $163,379-74.8% | $138,895-70.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 18.73% | 72.74%-54.0pp | 63.41%-44.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,659 | $6,817+71.0% | $6,282+85.6% | $6,396+82.3% |
| Admin fee / account holder | $2,790 | $10,396-73.2% | $9,818-71.6% | $12,562-77.8% |