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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 | $30,818 | $107,809-71.4% | $97,032-68.2% | $155,188-80.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 20.55% | 38.06%-17.5pp | 35.38%-14.8pp | 148.84%-128.3pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,030 | $5,129+37.0% | $4,672+50.5% | $6,531+7.6% |
| Admin fee / account holder | $429 | $10,717-96.0% | $9,418-95.4% | $14,480-97.0% |