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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 | $25,370 | $139,948-81.9% | $121,663-79.1% | $154,746-83.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 16.54% | 230.52%-214.0pp | 147.54%-131.0pp | 172.34%-155.8pp |
| Employer contribution / active EE | $92 | $3,521-97.4% | $3,020-97.0% | $4,379-97.9% |
| Participant deferral / active EE | $4,639 | $5,629-17.6% | $4,887-5.1% | $6,730-31.1% |
| Admin fee / account holder | $1,068 | $17,321-93.8% | $14,289-92.5% | $14,365-92.6% |