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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 | $54,216 | $45,152+20.1% | $73,835-26.6% | $59,633-9.1% |
| Participation rate | 85.3% | 64.0%+21.3pp | 73.4%+11.9pp | 68.7%+16.6pp |
| Annual return | 2.04% | 27.40%-25.4pp | 2268.13%-2266.1pp | 2041.40%-2039.4pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,592 | $2,573+117.4% | $3,583+56.1% | $3,192+75.2% |
| Admin fee / account holder | $926 | $3,515-73.7% | $4,880-81.0% | $4,297-78.5% |