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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 | $28,260 | $107,666-73.8% | $102,184-72.3% | $154,746-81.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 20.29% | 29.33%-9.0pp | 31.58%-11.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,903 | $8,719+13.6% | $8,309+19.2% | $6,730+47.1% |
| Admin fee / account holder | $5,263 | $12,943-59.3% | $11,609-54.7% | $14,365-63.4% |