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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 | $29,512 | $132,634-77.7% | $115,768-74.5% | $137,256-78.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 12.85% | 160.70%-147.8pp | 100.46%-87.6pp | 220.34%-207.5pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,107 | $5,619-62.5% | $4,917-57.1% | $6,407-67.1% |
| Admin fee / account holder | $683 | $15,028-95.5% | $12,439-94.5% | $12,270-94.4% |