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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 | $52,466 | $65,685-20.1% | $57,181-8.2% | $273,965-80.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.64% | 21.99%-16.4pp | 14.59%-8.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,452 | $3,781-61.6% | $3,096-53.1% | $5,287-72.5% |
| Admin fee / account holder | $2,376 | $4,835-50.8% | $3,139-24.3% | $10,132-76.5% |