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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 | $82,923 | $126,661-34.5% | $113,397-26.9% | $138,895-40.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 19.04% | 25.05%-6.0pp | 23.20%-4.2pp | 145.39%-126.4pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $15,883 | $5,693+179.0% | $5,076+212.9% | $6,396+148.3% |
| Admin fee / account holder | $4,360 | $14,549-70.0% | $11,957-63.5% | $12,562-65.3% |