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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 | $25,712 | $48,314-46.8% | $67,561-61.9% | $80,925-68.2% |
| Participation rate | 89.7% | 66.4%+23.3pp | 72.9%+16.8pp | 67.7%+22.0pp |
| Annual return | 16.40% | 18.28%-1.9pp | 3525.44%-3509.0pp | 35.65%-19.2pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,724 | $2,927+266.4% | $4,003+167.9% | $4,299+149.5% |
| Admin fee / account holder | $3,537 | $3,690-4.1% | $4,006-11.7% | $6,940-49.0% |