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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 | $56,606 | $73,107-22.6% | $114,563-50.6% | $87,485-35.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.9%+27.1pp | 68.9%+31.1pp |
| Annual return | 25.09% | 19.47%+5.6pp | 241.09%-216.0pp | 26.06%-1.0pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $28,907 | $3,144+819.5% | $4,142+597.9% | $4,274+576.4% |
| Admin fee / account holder | $4,851 | $5,770-15.9% | $7,623-36.4% | $7,775-37.6% |