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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 | $27,851 | $107,666-74.1% | $102,184-72.7% | $154,746-82.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 15.93% | 29.33%-13.4pp | 31.58%-15.6pp | 172.34%-156.4pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,659 | $8,719+45.2% | $8,309+52.3% | $6,730+88.1% |
| Admin fee / account holder | $12,189 | $12,943-5.8% | $11,609+5.0% | $14,365-15.1% |