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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 | $48,284-38.3% | $67,524-55.9% | $80,911-63.2% |
| Participation rate | 96.9% | 66.4%+30.5pp | 72.9%+24.0pp | 67.6%+29.2pp |
| Annual return | 14.35% | 18.27%-3.9pp | 3519.41%-3505.1pp | 35.63%-21.3pp |
| Employer contribution / active EE | $16 | $2,021-99.2% | $2,734-99.4% | $2,756-99.4% |
| Participant deferral / active EE | $1,554 | $2,927-46.9% | $4,001-61.2% | $4,297-63.8% |
| Admin fee / account holder | $1,076 | $3,688-70.8% | $4,001-73.1% | $6,935-84.5% |