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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 | $89,379 | $56,200+59.0% | $67,653+32.1% | $59,633+49.9% |
| Participation rate | 83.3% | 71.5%+11.9pp | 75.7%+7.7pp | 68.7%+14.7pp |
| Annual return | 0.86% | 18506.71%-18505.8pp | 6625.22%-6624.4pp | 2041.40%-2040.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,933 | $2,843-32.0% | $3,560-45.7% | $3,192-39.4% |
| Admin fee / account holder | $752 | $3,959-81.0% | $4,821-84.4% | $4,297-82.5% |