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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 | $42,065 | $55,457-24.1% | $77,361-45.6% | $94,015-55.3% |
| Participation rate | 98.2% | 69.8%+28.4pp | 75.0%+23.3pp | 70.8%+27.4pp |
| Annual return | 14.20% | 15.57%-1.4pp | 1011.54%-997.3pp | 17.84%-3.6pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,652 | $3,069-46.2% | $3,911-57.8% | $4,249-61.1% |
| Admin fee / account holder | $656 | $4,334-84.9% | $5,894-88.9% | $8,951-92.7% |