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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 | $10,361 | $104,650-90.1% | $83,854-87.6% | $155,188-93.3% |
| Participation rate | 90.0% | 65.1%+24.9pp | 59.1%+30.9pp | 80.8%+9.2pp |
| Annual return | 36.93% | 28.97%+8.0pp | 31.39%+5.5pp | 148.84%-111.9pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,499 | $2,367+90.1% | $2,035+121.1% | $6,531-31.1% |
| Admin fee / account holder | $2,109 | $3,518-40.1% | $3,197-34.0% | $14,480-85.4% |