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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 | $18,887 | $115,225-83.6% | $100,712-81.2% | $138,895-86.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 19.19% | 40.35%-21.2pp | 33.27%-14.1pp | 145.39%-126.2pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,379 | $4,699-28.1% | $4,085-17.3% | $6,396-47.2% |
| Admin fee / account holder | $9,627 | $10,844-11.2% | $9,256+4.0% | $12,562-23.4% |