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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 | $96,780 | $117,846-17.9% | $102,434-5.5% | $145,884-33.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.69% | 31.90%-16.2pp | 29.46%-13.8pp | 551.85%-536.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $22,500 | $5,733+292.4% | $5,055+345.1% | $6,690+236.3% |
| Admin fee / account holder | $967 | $13,356-92.8% | $9,462-89.8% | $13,392-92.8% |