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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 | $23,704 | $51,207-53.7% | $70,565-66.4% | $75,177-68.5% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 18.70% | 30.05%-11.3pp | 32.79%-14.1pp | 160.75%-142.0pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,448 | $2,850+21.0% | $4,568-24.5% | $4,126-16.4% |
| Admin fee / account holder | $2,444 | $4,097-40.4% | $6,430-62.0% | $5,651-56.8% |