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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 | $47,888 | $86,050-44.3% | $189,758-74.8% | $94,015-49.1% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 14.13% | 17.77%-3.6pp | 52.62%-38.5pp | 17.84%-3.7pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,975 | $3,349+18.7% | $5,856-32.1% | $4,249-6.5% |
| Admin fee / account holder | $5,006 | $6,627-24.5% | $20,388-75.4% | $8,951-44.1% |