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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 | $15,670 | $64,920-75.9% | $103,693-84.9% | $86,983-82.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 17.94% | 30.29%-12.4pp | 47.61%-29.7pp | 25.83%-7.9pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,164 | $3,241-33.2% | $4,579-52.8% | $4,194-48.4% |
| Admin fee / account holder | $862 | $6,191-86.1% | $7,858-89.0% | $7,856-89.0% |