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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 | $56,222 | $75,541-25.6% | $152,093-63.0% | $82,637-32.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 55.29% | 32.56%+22.7pp | 66.36%-11.1pp | 53.51%+1.8pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,807 | $3,206+49.9% | $5,451-11.8% | $4,126+16.5% |
| Admin fee / account holder | $453 | $6,405-92.9% | $14,497-96.9% | $7,339-93.8% |