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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 | $16,255 | $65,712-75.3% | $57,196-71.6% | $273,972-94.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.81% | 22.01%-17.2pp | 14.59%-9.8pp | 41.46%-36.6pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,109 | $3,782-44.2% | $3,096-31.9% | $5,287-60.1% |
| Admin fee / account holder | $1,220 | $4,838-74.8% | $3,141-61.2% | $10,133-88.0% |