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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 | $40,619 | $138,312-70.6% | $122,979-67.0% | $155,188-73.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 11.05% | 22.06%-11.0pp | 20.12%-9.1pp | 148.84%-137.8pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $22,834 | $5,592+308.3% | $5,003+356.4% | $6,531+249.6% |
| Admin fee / account holder | $52,076 | $15,089+245.1% | $12,864+304.8% | $14,480+259.6% |