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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 | $23,042 | $114,013-79.8% | $103,693-77.8% | $155,188-85.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 19.05% | 49.31%-30.3pp | 47.61%-28.6pp | 148.84%-129.8pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $28,584 | $4,970+475.2% | $4,579+524.2% | $6,531+337.7% |
| Admin fee / account holder | $8,320 | $8,407-1.0% | $7,858+5.9% | $14,480-42.5% |