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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 | $43,878 | $39,162+12.0% | $100,671-56.4% | $59,633-26.4% |
| Participation rate | 71.4% | 55.9%+15.6pp | 70.7%+0.7pp | 68.7%+2.8pp |
| Annual return | 1.15% | 21.07%-19.9pp | 20.43%-19.3pp | 2041.40%-2040.3pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,096 | $1,992+5.2% | $3,144-33.3% | $3,192-34.3% |
| Admin fee / account holder | $1,540 | $2,969-48.1% | $4,850-68.2% | $4,297-64.2% |