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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 | $50,994 | $55,457-8.0% | $77,361-34.1% | $94,015-45.8% |
| Participation rate | 92.0% | 69.8%+22.2pp | 75.0%+17.0pp | 70.8%+21.2pp |
| Annual return | 10.40% | 15.57%-5.2pp | 1011.54%-1001.1pp | 17.84%-7.4pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,502 | $3,069+46.7% | $3,911+15.1% | $4,249+6.0% |
| Admin fee / account holder | $2,575 | $4,334-40.6% | $5,894-56.3% | $8,951-71.2% |