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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 | $33,616 | $123,155-72.7% | $108,753-69.1% | $155,188-78.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 13.24% | 44.73%-31.5pp | 37.47%-24.2pp | 148.84%-135.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $22,191 | $4,623+380.0% | $4,115+439.3% | $6,531+239.8% |
| Admin fee / account holder | $11,837 | $12,126-2.4% | $10,320+14.7% | $14,480-18.2% |