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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 | $7,785 | $88,996-91.3% | $78,004-90.0% | $138,895-94.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 12.18% | 28.03%-15.9pp | 31.07%-18.9pp | 145.39%-133.2pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,645 | $4,724-65.2% | $4,092-59.8% | $6,396-74.3% |
| Admin fee / account holder | $6,244 | $8,807-29.1% | $7,578-17.6% | $12,562-50.3% |