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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 | $57,862 | $40,263+43.7% | $57,347+0.9% | $59,632-3.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -0.63% | 27.50%-28.1pp | 24.40%-25.0pp | 2041.32%-2041.9pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,902 | $2,400+104.3% | $3,162+55.0% | $3,192+53.6% |
| Admin fee / account holder | $5,454 | $2,819+93.5% | $3,356+62.5% | $4,297+26.9% |