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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 | $87,878-71.4% | $97,411-74.2% | $82,637-69.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 80.4%+19.6pp | 68.1%+31.9pp |
| Annual return | 17.11% | 54.63%-37.5pp | 34.72%-17.6pp | 53.51%-36.4pp |
| Employer contribution / active EE | $1,000 | $3,800-73.7% | $4,210-76.2% | $2,552-60.8% |
| Participant deferral / active EE | $0 | $5,525-100.0% | $5,886-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,103 | $6,743-83.6% | $7,145-84.6% | $7,339-85.0% |