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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 | $21,342 | $99,053-78.5% | $88,179-75.8% | $138,895-84.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 17.85% | 78.17%-60.3pp | 64.97%-47.1pp | 145.39%-127.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,600 | $5,225-31.1% | $4,614-22.0% | $6,396-43.7% |
| Admin fee / account holder | $350 | $8,748-96.0% | $7,673-95.4% | $12,562-97.2% |