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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 | $12,088 | $102,245-88.2% | $89,340-86.5% | $137,256-91.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 28.74% | 21.89%+6.9pp | 20.57%+8.2pp | 220.34%-191.6pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,991 | $4,436+57.6% | $3,823+82.9% | $6,407+9.1% |
| Admin fee / account holder | $494 | $8,085-93.9% | $6,704-92.6% | $12,270-96.0% |