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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 | $36,087 | $110,278-67.3% | $95,740-62.3% | $139,466-74.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.77% | 27.19%-15.4pp | 28.41%-16.6pp | 373.66%-361.9pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,134 | $4,674+74.0% | $4,244+91.7% | $6,712+21.2% |
| Admin fee / account holder | $8,111 | $6,613+22.6% | $5,676+42.9% | $11,409-28.9% |