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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 | $35,508 | $104,650-66.1% | $83,854-57.7% | $155,188-77.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 13.77% | 28.97%-15.2pp | 31.39%-17.6pp | 148.84%-135.1pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,698 | $2,367+309.7% | $2,035+376.5% | $6,531+48.5% |
| Admin fee / account holder | $1,687 | $3,518-52.1% | $3,197-47.2% | $14,480-88.4% |