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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 | $94,439-62.4% | $73,658-51.8% | $154,746-77.1% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 13.77% | 28.25%-14.5pp | 29.72%-15.9pp | 172.34%-158.6pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,698 | $2,527+283.8% | $2,062+370.4% | $6,730+44.1% |
| Admin fee / account holder | $1,687 | $3,843-56.1% | $3,357-49.8% | $14,365-88.3% |