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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 | $16,153 | $51,631-68.7% | $129,397-87.5% | $80,925-80.0% |
| Participation rate | 96.3% | 56.9%+39.4pp | 69.6%+26.7pp | 67.7%+28.6pp |
| Annual return | 14.01% | 20.77%-6.8pp | 9453.98%-9440.0pp | 35.65%-21.6pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,512 | $2,670-5.9% | $4,167-39.7% | $4,299-41.6% |
| Admin fee / account holder | $540 | $4,309-87.5% | $7,679-93.0% | $6,940-92.2% |