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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 | $16,956 | $156,398-89.2% | $147,318-88.5% | $138,895-87.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.85% | 78.75%-56.9pp | 70.43%-48.6pp | 145.39%-123.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $18,469 | $8,237+124.2% | $7,906+133.6% | $6,396+188.7% |
| Admin fee / account holder | $10,535 | $14,976-29.7% | $13,708-23.1% | $12,562-16.1% |