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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 | $34,181 | $116,203-70.6% | $93,621-63.5% | $152,897-77.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 9.19% | 35.96%-26.8pp | 32.76%-23.6pp | 345.43%-336.2pp |
| Employer contribution / active EE | $526 | $3,219-83.7% | $2,719-80.7% | $4,764-89.0% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $363 | $10,751-96.6% | $7,890-95.4% | $11,599-96.9% |