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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 | $54,809 | $56,197-2.5% | $67,652-19.0% | $59,633-8.1% |
| Participation rate | 76.3% | 71.5%+4.8pp | 75.7%+0.6pp | 68.7%+7.6pp |
| Annual return | -0.50% | 18508.10%-18508.6pp | 6625.40%-6625.9pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,386 | $2,844-16.1% | $3,560-33.0% | $3,192-25.3% |
| Admin fee / account holder | $4,389 | $3,958+10.9% | $4,821-8.9% | $4,297+2.2% |