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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 | $40,696 | $107,733-62.2% | $92,985-56.2% | $154,746-73.7% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 21.14% | 30.39%-9.3pp | 27.99%-6.9pp | 172.34%-151.2pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,958 | $5,053+196.0% | $4,377+241.8% | $6,730+122.2% |
| Admin fee / account holder | $5,341 | $11,369-53.0% | $9,463-43.6% | $14,365-62.8% |