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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 | $43,023 | $183,627-76.6% | $155,602-72.4% | $145,978-70.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.50% | 61.32%-45.8pp | 64.81%-49.3pp | 550.52%-535.0pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $17,594 | $6,466+172.1% | $5,629+212.6% | $6,690+163.0% |
| Admin fee / account holder | $1,822 | $19,327-90.6% | $15,923-88.6% | $13,400-86.4% |