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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 | $42,431 | $45,050-5.8% | $63,018-32.7% | $70,126-39.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 18.21% | 18.76%-0.6pp | 87.62%-69.4pp | 73.15%-54.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $12,856 | $2,466+421.4% | $3,330+286.1% | $3,332+285.9% |
| Admin fee / account holder | $2,988 | $2,834+5.4% | $3,601-17.0% | $4,645-35.7% |