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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 | $47,384 | $40,275+17.7% | $57,356-17.4% | $59,633-20.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.78% | 27.52%-25.7pp | 24.41%-22.6pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,414 | $2,400+125.6% | $3,162+71.2% | $3,192+69.6% |
| Admin fee / account holder | $408 | $2,820-85.5% | $3,357-87.8% | $4,297-90.5% |