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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 | $33,990 | $102,609-66.9% | $98,090-65.3% | $138,895-75.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 55.21% | 36.44%+18.8pp | 37.05%+18.2pp | 145.39%-90.2pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $29,674 | $8,167+263.3% | $7,845+278.3% | $6,396+363.9% |
| Admin fee / account holder | $14,310 | $11,434+25.2% | $11,815+21.1% | $12,562+13.9% |