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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 | $31,794 | $123,155-74.2% | $108,753-70.8% | $155,188-79.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 15.97% | 44.73%-28.8pp | 37.47%-21.5pp | 148.84%-132.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,418 | $4,623+147.0% | $4,115+177.5% | $6,531+74.8% |
| Admin fee / account holder | $665 | $12,126-94.5% | $10,320-93.6% | $14,480-95.4% |