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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 | $55,151 | $48,327+14.1% | $67,575-18.4% | $80,935-31.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 11.39% | 18.31%-6.9pp | 3528.98%-3517.6pp | 35.66%-24.3pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,127 | $2,927-61.5% | $4,003-71.8% | $4,299-73.8% |
| Admin fee / account holder | $2,276 | $3,692-38.4% | $3,993-43.0% | $6,924-67.1% |