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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 | $39,747 | $51,642-23.0% | $129,384-69.3% | $80,935-50.9% |
| Participation rate | 86.8% | 56.9%+29.9pp | 69.6%+17.2pp | 67.7%+19.2pp |
| Annual return | 13.33% | 20.78%-7.5pp | 9461.77%-9448.4pp | 35.66%-22.3pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,922 | $2,670-28.0% | $4,166-53.9% | $4,299-55.3% |
| Admin fee / account holder | $1,629 | $4,312-62.2% | $7,686-78.8% | $6,924-76.5% |