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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 | $86,841 | $39,162+121.8% | $100,671-13.7% | $59,633+45.6% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | 1.01% | 21.07%-20.1pp | 20.43%-19.4pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $22 | $1,151-98.1% | $4,012-99.5% | $2,203-99.0% |
| Participant deferral / active EE | $3,788 | $1,992+90.1% | $3,144+20.5% | $3,192+18.7% |
| Admin fee / account holder | $19,627 | $2,969+561.0% | $4,850+304.7% | $4,297+356.8% |