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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 | $25,111 | $90,674-72.3% | $96,707-74.0% | $82,448-69.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 80.4%+19.6pp | 68.1%+31.9pp |
| Annual return | 17.11% | 49.05%-31.9pp | 34.78%-17.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,000 | $3,975-74.8% | $4,191-76.1% | $2,551-60.8% |
| Participant deferral / active EE | $0 | $5,696-100.0% | $5,997-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,103 | $7,568-85.4% | $7,503-85.3% | $7,234-84.8% |