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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 | $35,013 | $96,562-63.7% | $80,976-56.8% | $273,965-87.2% |
| Participation rate | 75.0% | 79.1%-4.1pp | 75.8%-0.8pp | 83.0%-8.0pp |
| Annual return | 3.03% | 15.14%-12.1pp | 17.10%-14.1pp | 41.45%-38.4pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,379 | $6,597+27.0% | $5,696+47.1% | $5,287+58.5% |
| Admin fee / account holder | $28,958 | $7,493+286.5% | $5,516+425.0% | $10,132+185.8% |