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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 | $47,479-11.4% | $62,929-33.2% | $82,448-49.0% |
| Participation rate | 98.2% | 66.9%+31.4pp | 73.1%+25.1pp | 68.1%+30.2pp |
| Annual return | 14.20% | 20.34%-6.1pp | 1063.93%-1049.7pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,652 | $2,870-42.4% | $3,888-57.5% | $4,139-60.1% |
| Admin fee / account holder | $656 | $3,804-82.8% | $5,065-87.1% | $7,234-90.9% |