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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 | $18,342 | $140,578-87.0% | $100,671-81.8% | $125,389-85.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 1.33% | 24.67%-23.3pp | 20.43%-19.1pp | 282.24%-280.9pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $386 | $3,981-90.3% | $3,144-87.7% | $5,352-92.8% |
| Admin fee / account holder | $2,599 | $6,716-61.3% | $4,850-46.4% | $9,541-72.8% |