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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 | $35,508 | $47,479-25.2% | $62,929-43.6% | $82,448-56.9% |
| Participation rate | 95.7% | 66.9%+28.9pp | 73.1%+22.6pp | 68.1%+27.7pp |
| Annual return | 11.60% | 20.34%-8.7pp | 1063.93%-1052.3pp | 41.64%-30.0pp |
| Employer contribution / active EE | $73 | $1,885-96.1% | $2,505-97.1% | $2,551-97.1% |
| Participant deferral / active EE | $1,456 | $2,870-49.3% | $3,888-62.5% | $4,139-64.8% |
| Admin fee / account holder | $1,442 | $3,804-62.1% | $5,065-71.5% | $7,234-80.1% |