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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 | $27,906 | $103,393-73.0% | $87,103-68.0% | $152,909-81.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 22.10% | 28.10%-6.0pp | 28.19%-6.1pp | 345.46%-323.4pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,099 | $4,778-56.1% | $4,049-48.1% | $5,851-64.1% |
| Admin fee / account holder | $754 | $12,195-93.8% | $7,491-89.9% | $11,601-93.5% |