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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 | $35,067 | $185,312-81.1% | $161,489-78.3% | $154,746-77.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.91% | 103.84%-81.9pp | 89.72%-67.8pp | 172.34%-150.4pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $19,327 | $6,350+204.4% | $5,630+243.3% | $6,730+187.2% |
| Admin fee / account holder | $5,346 | $18,654-71.3% | $16,006-66.6% | $14,365-62.8% |