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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 | $55,285 | $52,911+4.5% | $73,309-24.6% | $59,633-7.3% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 0.98% | 12.20%-11.2pp | 5.67%-4.7pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $102 | $1,909-94.7% | $3,237-96.9% | $2,203-95.4% |
| Participant deferral / active EE | $5,674 | $4,069+39.4% | $4,991+13.7% | $3,192+77.8% |
| Admin fee / account holder | $4,759 | $3,835+24.1% | $5,635-15.5% | $4,297+10.8% |