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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 | $50,032 | $45,050+11.1% | $63,018-20.6% | $70,126-28.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.53% | 18.76%-6.2pp | 87.62%-75.1pp | 73.15%-60.6pp |
| Employer contribution / active EE | $259 | $2,052-87.4% | $2,761-90.6% | $2,343-88.9% |
| Participant deferral / active EE | $1,478 | $2,466-40.1% | $3,330-55.6% | $3,332-55.6% |
| Admin fee / account holder | $1,949 | $2,834-31.2% | $3,601-45.9% | $4,645-58.0% |