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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 | $46,209 | $88,707-47.9% | $74,184-37.7% | $273,972-83.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.80% | 11.94%-3.1pp | 17.74%-8.9pp | 41.46%-32.7pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,622 | $4,212-61.5% | $3,550-54.3% | $5,287-69.3% |
| Admin fee / account holder | $1,024 | $8,717-88.3% | $5,586-81.7% | $10,133-89.9% |