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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 | $58,057-50.8% | $97,032-70.6% | $86,983-67.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 20.47% | 22.26%-1.8pp | 35.38%-14.9pp | 25.83%-5.4pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $15,388 | $3,244+374.4% | $4,672+229.3% | $4,194+266.9% |
| Admin fee / account holder | $2,884 | $4,839-40.4% | $9,418-69.4% | $7,856-63.3% |