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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 | $48,188 | $125,797-61.7% | $170,057-71.7% | $75,177-35.9% |
| Participation rate | 94.3% | 83.6%+10.7pp | 87.0%+7.3pp | 67.2%+27.1pp |
| Annual return | 17.14% | 27.20%-10.1pp | 53.42%-36.3pp | 160.75%-143.6pp |
| Employer contribution / active EE | $1,143 | $4,616-75.2% | $6,790-83.2% | $2,671-57.2% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,700 | $8,177-79.2% | $12,826-86.7% | $5,651-69.9% |