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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 | $25,031 | $58,848-57.5% | $88,179-71.6% | $82,637-69.7% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.1%+30.9pp | 68.1%+31.9pp |
| Annual return | 24.41% | 22.76%+1.7pp | 64.97%-40.6pp | 53.51%-29.1pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,800 | $3,124+85.7% | $4,614+25.7% | $4,126+40.6% |
| Admin fee / account holder | $5,323 | $4,795+11.0% | $7,673-30.6% | $7,339-27.5% |