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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 | $17,228 | $90,486-81.0% | $78,676-78.1% | $273,972-93.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 18.14% | 75.62%-57.5pp | 62.19%-44.1pp | 41.46%-23.3pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,952 | $3,901+26.9% | $3,517+40.8% | $5,287-6.3% |
| Admin fee / account holder | $3,475 | $5,263-34.0% | $4,510-23.0% | $10,133-65.7% |