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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 | $15,502 | $102,609-84.9% | $98,090-84.2% | $138,895-88.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 20.24% | 36.44%-16.2pp | 37.05%-16.8pp | 145.39%-125.2pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,536 | $8,167+16.8% | $7,845+21.6% | $6,396+49.1% |
| Admin fee / account holder | $7,195 | $11,434-37.1% | $11,815-39.1% | $12,562-42.7% |