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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 | $15,607 | $100,970-84.5% | $96,576-83.8% | $137,256-88.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 29.80% | 38.16%-8.4pp | 38.47%-8.7pp | 220.34%-190.5pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,841 | $8,286+42.9% | $7,956+48.8% | $6,407+84.8% |
| Admin fee / account holder | $5,282 | $11,312-53.3% | $11,381-53.6% | $12,270-57.0% |