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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 | $28,824 | $122,962-76.6% | $71,585-59.7% | $138,895-79.2% |
| Participation rate | 100.0% | 68.9%+31.1pp | 68.2%+31.8pp | 79.9%+20.1pp |
| Annual return | 14.10% | 37.84%-23.7pp | 59.26%-45.2pp | 145.39%-131.3pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $1,669-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,490 | $4,311+4.1% | $2,923+53.6% | $6,396-29.8% |
| Admin fee / account holder | $878 | $6,488-86.5% | $4,712-81.4% | $12,562-93.0% |