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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 | $60,511 | $115,917-47.8% | $100,535-39.8% | $158,982-61.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.23% | 34.80%-20.6pp | 30.90%-16.7pp | 302.99%-288.8pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,907 | $6,677-41.5% | $6,271-37.7% | $5,983-34.7% |
| Admin fee / account holder | $1,683 | $11,002-84.7% | $8,085-79.2% | $11,252-85.0% |