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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 | $23,679 | $211,105-88.8% | $178,449-86.7% | $145,978-83.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.53% | 30.19%-19.7pp | 27.09%-16.6pp | 550.52%-540.0pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,965 | $6,959-28.7% | $6,277-20.9% | $6,690-25.8% |
| Admin fee / account holder | $2,728 | $12,017-77.3% | $10,362-73.7% | $13,400-79.6% |