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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 | $71,340 | $49,239+44.9% | $70,462+1.2% | $79,858-10.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 7.16% | 30.08%-22.9pp | 109.08%-101.9pp | 31.72%-24.6pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,346 | $2,769-51.4% | $3,710-63.7% | $3,740-64.0% |
| Admin fee / account holder | $10,258 | $2,876+256.6% | $3,845+166.8% | $5,306+93.3% |