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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 | $36,493 | $154,228-76.3% | $145,433-74.9% | $137,256-73.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 38.81% | 74.59%-35.8pp | 66.58%-27.8pp | 220.34%-181.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $44,599 | $8,216+442.8% | $7,897+464.7% | $6,407+596.1% |
| Admin fee / account holder | $3,907 | $14,344-72.8% | $13,129-70.2% | $12,270-68.2% |