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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 | $65,318 | $78,694-17.0% | $67,652-3.5% | $125,389-47.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 3.66% | 9.46%-5.8pp | 6625.40%-6621.7pp | 282.24%-278.6pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,769 | $4,292+11.1% | $3,560+34.0% | $5,352-10.9% |
| Admin fee / account holder | $3,691 | $7,403-50.1% | $4,821-23.4% | $9,541-61.3% |