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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 | $29,791 | $48,337-38.4% | $67,560-55.9% | $80,959-63.2% |
| Participation rate | 96.9% | 66.4%+30.4pp | 72.9%+23.9pp | 67.7%+29.2pp |
| Annual return | 14.35% | 18.26%-3.9pp | 3533.50%-3519.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $16 | $2,023-99.2% | $2,737-99.4% | $2,757-99.4% |
| Participant deferral / active EE | $1,554 | $2,928-46.9% | $4,004-61.2% | $4,300-63.9% |
| Admin fee / account holder | $1,076 | $3,695-70.9% | $3,994-73.1% | $6,925-84.5% |