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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 | $26,399 | $69,274-61.9% | $64,097-58.8% | $139,487-81.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.63% | 46.00%-30.4pp | 33.75%-18.1pp | 373.84%-358.2pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,795 | $4,685-19.0% | $3,881-2.2% | $6,713-43.5% |
| Admin fee / account holder | $6,548 | $4,247+54.2% | $3,070+113.3% | $11,407-42.6% |