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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 | $30,736 | $53,128-42.1% | $86,582-64.5% | $70,126-56.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 18.19% | 27.66%-9.5pp | 965.08%-946.9pp | 73.15%-55.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,316 | $2,695+134.3% | $3,609+75.0% | $3,332+89.6% |
| Admin fee / account holder | $2,728 | $3,584-23.9% | $4,904-44.4% | $4,645-41.3% |