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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 | $55,159 | $48,327+14.1% | $67,575-18.4% | $80,935-31.8% |
| Participation rate | 97.9% | 66.4%+31.5pp | 72.9%+25.0pp | 67.7%+30.2pp |
| Annual return | 16.16% | 18.31%-2.1pp | 3528.98%-3512.8pp | 35.66%-19.5pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,657 | $2,927-43.4% | $4,003-58.6% | $4,299-61.5% |
| Admin fee / account holder | $3,414 | $3,692-7.5% | $3,993-14.5% | $6,924-50.7% |