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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 | $15,768 | $64,307-75.5% | $57,347-72.5% | $125,393-87.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 4.05% | 25.14%-21.1pp | 24.40%-20.3pp | 282.23%-278.2pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,474 | $3,847-61.7% | $3,162-53.4% | $5,351-72.5% |
| Admin fee / account holder | $758 | $5,242-85.5% | $3,356-77.4% | $9,541-92.1% |