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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 | $52,018 | $54,380-4.3% | $68,509-24.1% | $59,633-12.8% |
| Participation rate | 70.0% | 70.2%-0.2pp | 74.7%-4.7pp | 68.7%+1.3pp |
| Annual return | 1.14% | 2.83%-1.7pp | 8.27%-7.1pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,845 | $2,643-30.2% | $3,382-45.4% | $3,192-42.2% |
| Admin fee / account holder | $1,584 | $3,885-59.2% | $5,275-70.0% | $4,297-63.1% |