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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 | $26,447 | $62,549-57.7% | $85,705-69.1% | $85,851-69.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 12.06% | 23.77%-11.7pp | 21.49%-9.4pp | 318.63%-306.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,807 | $2,802+35.9% | $3,924-3.0% | $3,952-3.7% |
| Admin fee / account holder | $1,031 | $4,644-77.8% | $6,877-85.0% | $6,261-83.5% |