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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 | $23,250 | $59,804-61.1% | $81,982-71.6% | $79,856-70.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 16.27% | 17.56%-1.3pp | 41.31%-25.0pp | 31.71%-15.4pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,196 | $2,695+55.7% | $3,722+12.7% | $3,741+12.2% |
| Admin fee / account holder | $827 | $4,288-80.7% | $5,665-85.4% | $5,306-84.4% |