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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 | $72,936 | $127,387-42.7% | $115,038-36.6% | $125,389-41.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.09% | 31.28%-31.2pp | 26.14%-26.1pp | 282.24%-282.1pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $14,000 | $6,423+118.0% | $6,026+132.3% | $5,352+161.6% |
| Admin fee / account holder | $1,616 | $9,516-83.0% | $8,175-80.2% | $9,541-83.1% |