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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 | $37,759 | $93,064-59.4% | $74,577-49.4% | $273,972-86.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.09% | 26.18%-22.1pp | 20.47%-16.4pp | 41.46%-37.4pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,000 | $4,160+44.2% | $3,458+73.5% | $5,287+13.5% |
| Admin fee / account holder | $14,594 | $5,273+176.8% | $4,138+252.7% | $10,133+44.0% |