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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 | $30,250 | $64,359-53.0% | $90,161-66.4% | $70,126-56.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.60% | 28.13%-11.5pp | 34.89%-18.3pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $9,959 | $4,389+126.9% | $5,287+88.4% | $3,332+198.9% |
| Admin fee / account holder | $15,208 | $3,945+285.5% | $5,943+155.9% | $4,645+227.4% |