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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 | $58,863 | $55,457+6.1% | $77,361-23.9% | $94,015-37.4% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 10.28% | 15.57%-5.3pp | 1011.54%-1001.3pp | 17.84%-7.6pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,141 | $3,069-62.8% | $3,911-70.8% | $4,249-73.2% |
| Admin fee / account holder | $3,706 | $4,334-14.5% | $5,894-37.1% | $8,951-58.6% |