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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 | $28,679 | $123,155-76.7% | $108,753-73.6% | $155,188-81.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 17.23% | 44.73%-27.5pp | 37.47%-20.2pp | 148.84%-131.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $13,979 | $4,623+202.4% | $4,115+239.7% | $6,531+114.0% |
| Admin fee / account holder | $6,745 | $12,126-44.4% | $10,320-34.6% | $14,480-53.4% |