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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 | $53,647 | $81,763-34.4% | $58,561-8.4% | $139,466-61.5% |
| Participation rate | 83.3% | 61.3%+22.0pp | 50.9%+32.5pp | 80.3%+3.0pp |
| Annual return | 15.48% | 7427.77%-7412.3pp | 4251.33%-4235.8pp | 373.66%-358.2pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,030 | $2,555+57.8% | $1,923+109.6% | $6,712-40.0% |
| Admin fee / account holder | $1,133 | $3,273-65.4% | $2,520-55.0% | $11,409-90.1% |