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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 | $59,723 | $143,969-58.5% | $199,883-70.1% | $82,637-27.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 27.58% | 25.67%+1.9pp | 43.81%-16.2pp | 53.51%-25.9pp |
| Employer contribution / active EE | $1,471 | $4,632-68.3% | $6,261-76.5% | $2,552-42.4% |
| Participant deferral / active EE | $0 | $6,937-100.0% | $9,138-100.0% | $4,126-100.0% |
| Admin fee / account holder | $20,100 | $14,597+37.7% | $17,268+16.4% | $7,339+173.9% |