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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 | $37,386 | $54,757-31.7% | $90,304-58.6% | $72,975-48.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 16.59% | 30.63%-14.0pp | 78.13%-61.5pp | 81.01%-64.4pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,137 | $2,887+43.3% | $3,885+6.5% | $3,608+14.7% |
| Admin fee / account holder | $338 | $3,973-91.5% | $5,354-93.7% | $5,124-93.4% |