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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 | $57,199 | $87,106-34.3% | $105,607-45.8% | $80,935-29.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 12.95% | 17.01%-4.1pp | 116.11%-103.2pp | 35.66%-22.7pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,421 | $3,986-14.2% | $5,011-31.7% | $4,299-20.4% |
| Admin fee / account holder | $494 | $8,447-94.2% | $10,958-95.5% | $6,924-92.9% |