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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 | $16,222 | $90,486-82.1% | $78,676-79.4% | $273,972-94.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.55% | 75.62%-67.1pp | 62.19%-53.6pp | 41.46%-32.9pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,479 | $3,901-36.5% | $3,517-29.5% | $5,287-53.1% |
| Admin fee / account holder | $2,651 | $5,263-49.6% | $4,510-41.2% | $10,133-73.8% |