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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 | $34,058 | $69,541-51.0% | $59,899-43.1% | $135,380-74.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 8.78% | 7.95%+0.8pp | 3.46%+5.3pp | 519.81%-511.0pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,044 | $4,206-27.6% | $3,402-10.5% | $5,609-45.7% |
| Admin fee / account holder | $2,661 | $5,737-53.6% | $3,592-25.9% | $10,828-75.4% |