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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 | $52,998 | $45,865+15.6% | $40,757+30.0% | $125,389-57.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 83.2%+16.8pp |
| Annual return | 0.47% | -1.32%+1.8pp | -0.50%+1.0pp | 282.24%-281.8pp |
| Employer contribution / active EE | $0 | $3,697-100.0% | $3,004-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,006 | $4,199+66.9% | $3,485+101.0% | $5,352+30.9% |
| Admin fee / account holder | $2,375 | $5,763-58.8% | $4,272-44.4% | $9,541-75.1% |