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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 | $18,941 | $39,132-51.6% | $57,196-66.9% | $62,881-69.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 18.23% | 9.24%+9.0pp | 14.59%+3.6pp | 20.14%-1.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,853 | $2,374-22.0% | $3,096-40.2% | $3,203-42.2% |
| Admin fee / account holder | $768 | $2,594-70.4% | $3,141-75.5% | $4,296-82.1% |