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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 | $50,584 | $126,661-60.1% | $113,397-55.4% | $138,895-63.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 10.23% | 25.05%-14.8pp | 23.20%-13.0pp | 145.39%-135.2pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $18,313 | $5,693+221.7% | $5,076+260.7% | $6,396+186.3% |
| Admin fee / account holder | $25,779 | $14,549+77.2% | $11,957+115.6% | $12,562+105.2% |