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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 | $30,034 | $40,275-25.4% | $57,356-47.6% | $59,633-49.6% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 7.08% | 27.52%-20.4pp | 24.41%-17.3pp | 2041.45%-2034.4pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,226 | $2,400-48.9% | $3,162-61.2% | $3,192-61.6% |
| Admin fee / account holder | $6,229 | $2,820+120.8% | $3,357+85.5% | $4,297+45.0% |