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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 | $61,920 | $45,050+37.4% | $63,018-1.7% | $70,126-11.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.20% | 18.76%-6.6pp | 87.62%-75.4pp | 73.15%-60.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,219 | $2,466-10.0% | $3,330-33.4% | $3,332-33.4% |
| Admin fee / account holder | $3,314 | $2,834+16.9% | $3,601-8.0% | $4,645-28.7% |