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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 | $29,649 | $57,119-48.1% | $85,187-65.2% | $80,935-63.4% |
| Participation rate | 91.2% | 56.4%+34.8pp | 67.5%+23.7pp | 67.7%+23.5pp |
| Annual return | 16.34% | 21.70%-5.4pp | 66.67%-50.3pp | 35.66%-19.3pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13,497 | $3,115+333.3% | $4,525+198.3% | $4,299+213.9% |
| Admin fee / account holder | $5,000 | $4,990+0.2% | $6,162-18.9% | $6,924-27.8% |