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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 | $44,419 | $82,028-45.8% | $123,105-63.9% | $59,633-25.5% |
| Participation rate | 98.9% | 83.2%+15.7pp | 86.8%+12.1pp | 68.7%+30.2pp |
| Annual return | 0.14% | 5.12%-5.0pp | 13.22%-13.1pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,116 | $4,667-33.2% | $6,229-50.0% | $3,192-2.4% |
| Admin fee / account holder | $3,073 | $5,879-47.7% | $9,014-65.9% | $4,297-28.5% |