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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 | $41,606 | $96,956-57.1% | $69,779-40.4% | $273,972-84.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 2.01% | 12.93%-10.9pp | 12.99%-11.0pp | 41.46%-39.4pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,364 | $3,744+96.7% | $2,931+151.3% | $5,287+39.3% |
| Admin fee / account holder | $1,158 | $7,934-85.4% | $4,381-73.6% | $10,133-88.6% |