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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 | $28,538 | $58,848-51.5% | $88,179-67.6% | $82,637-65.5% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.1%+30.9pp | 68.1%+31.9pp |
| Annual return | 20.47% | 22.76%-2.3pp | 64.97%-44.5pp | 53.51%-33.0pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $15,388 | $3,124+392.6% | $4,614+233.5% | $4,126+272.9% |
| Admin fee / account holder | $2,884 | $4,795-39.8% | $7,673-62.4% | $7,339-60.7% |