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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 | $47,352 | $47,479-0.3% | $62,929-24.8% | $82,448-42.6% |
| Participation rate | 86.5% | 66.9%+19.6pp | 73.1%+13.4pp | 68.1%+18.4pp |
| Annual return | 13.85% | 20.34%-6.5pp | 1063.93%-1050.1pp | 41.64%-27.8pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,041 | $2,870+110.4% | $3,888+55.4% | $4,139+45.9% |
| Admin fee / account holder | $3,073 | $3,804-19.2% | $5,065-39.3% | $7,234-57.5% |