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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 | $19,477 | $90,486-78.5% | $78,676-75.2% | $273,972-92.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.72% | 75.62%-72.9pp | 62.19%-59.5pp | 41.46%-38.7pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,200 | $3,901+84.6% | $3,517+104.7% | $5,287+36.2% |
| Admin fee / account holder | $12,841 | $5,263+144.0% | $4,510+184.7% | $10,133+26.7% |