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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 | $40,302 | $90,486-55.5% | $78,676-48.8% | $273,972-85.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.86% | 75.62%-70.8pp | 62.19%-57.3pp | 41.46%-36.6pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,373 | $3,901+12.1% | $3,517+24.3% | $5,287-17.3% |
| Admin fee / account holder | $7,141 | $5,263+35.7% | $4,510+58.3% | $10,133-29.5% |