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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 | $52,277 | $45,566+14.7% | $64,105-18.5% | $59,633-12.3% |
| Participation rate | 78.6% | 60.2%+18.4pp | 68.2%+10.4pp | 68.7%+9.9pp |
| Annual return | 0.36% | 4.95%-4.6pp | 791.24%-790.9pp | 2041.40%-2041.0pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,345 | $2,057+62.7% | $2,822+18.6% | $3,192+4.8% |
| Admin fee / account holder | $1,522 | $3,268-53.4% | $4,499-66.2% | $4,297-64.6% |