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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 | $68,888 | $53,837+28.0% | $75,714-9.0% | $85,847-19.8% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 13.85% | 24.54%-10.7pp | 104.62%-90.8pp | 318.61%-304.8pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,916 | $2,895+0.7% | $3,820-23.7% | $3,952-26.2% |
| Admin fee / account holder | $1,470 | $3,339-56.0% | $3,619-59.4% | $6,261-76.5% |