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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 | $69,216 | $136,307-49.2% | $106,619-35.1% | $273,972-74.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 2.66% | 11.05%-8.4pp | 9.42%-6.8pp | 41.46%-38.8pp |
| Employer contribution / active EE | $750 | $5,190-85.5% | $3,947-81.0% | $4,869-84.6% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,748 | $8,625-68.1% | $6,418-57.2% | $10,133-72.9% |