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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 | $53,831 | $69,541-22.6% | $59,899-10.1% | $135,380-60.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 7.16% | 7.95%-0.8pp | 3.46%+3.7pp | 519.81%-512.6pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,671 | $4,206-60.3% | $3,402-50.9% | $5,609-70.2% |
| Admin fee / account holder | $2,140 | $5,737-62.7% | $3,592-40.4% | $10,828-80.2% |