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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 | $78,690-39.1% | $161,489-70.3% | $87,485-45.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 14.13% | 32.74%-18.6pp | 89.72%-75.6pp | 26.06%-11.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,975 | $3,311+20.1% | $5,630-29.4% | $4,274-7.0% |
| Admin fee / account holder | $5,006 | $6,724-25.5% | $16,006-68.7% | $7,775-35.6% |