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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 | $42,149 | $117,829-64.2% | $102,423-58.8% | $145,877-71.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.97% | 31.83%-20.9pp | 29.42%-18.5pp | 551.28%-540.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,612 | $5,732-54.4% | $5,054-48.3% | $6,691-61.0% |
| Admin fee / account holder | $668 | $13,335-95.0% | $9,455-92.9% | $13,402-95.0% |