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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 | $53,656 | $69,518-22.8% | $59,887-10.4% | $135,379-60.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 4.69% | 7.95%-3.3pp | 3.46%+1.2pp | 519.79%-515.1pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,169 | $4,204+165.7% | $3,402+228.3% | $5,609+99.1% |
| Admin fee / account holder | $19,765 | $5,734+244.7% | $3,591+450.4% | $10,828+82.5% |