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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 | $13,427 | $77,707-82.7% | $70,160-80.9% | $139,466-90.4% |
| Participation rate | 77.8% | 83.1%-5.4pp | 78.8%-1.1pp | 80.3%-2.6pp |
| Annual return | 16.62% | 19.30%-2.7pp | 19.08%-2.5pp | 373.66%-357.0pp |
| Employer contribution / active EE | $1,118 | $4,986-77.6% | $4,285-73.9% | $4,754-76.5% |
| Participant deferral / active EE | $0 | $6,443-100.0% | $5,394-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,580 | $5,397-70.7% | $4,582-65.5% | $11,409-86.2% |