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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 | $54,325 | $46,599+16.6% | $64,101-15.3% | $75,173-27.7% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 14.47% | 26.06%-11.6pp | 33.72%-19.3pp | 160.72%-146.3pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,357 | $2,837+18.3% | $3,881-13.5% | $4,126-18.6% |
| Admin fee / account holder | $3,084 | $2,956+4.3% | $3,070+0.4% | $5,651-45.4% |