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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 | $32,207 | $40,264-20.0% | $57,349-43.8% | $59,633-46.0% |
| Participation rate | 97.6% | 69.2%+28.5pp | 75.1%+22.5pp | 68.7%+28.9pp |
| Annual return | 1.95% | 27.51%-25.6pp | 24.40%-22.5pp | 2041.40%-2039.5pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,235 | $2,400-48.5% | $3,162-60.9% | $3,192-61.3% |
| Admin fee / account holder | $507 | $2,819-82.0% | $3,356-84.9% | $4,297-88.2% |