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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 | $46,962 | $55,457-15.3% | $77,361-39.3% | $94,015-50.0% |
| Participation rate | 97.7% | 69.8%+27.9pp | 75.0%+22.7pp | 70.8%+26.9pp |
| Annual return | 10.57% | 15.57%-5.0pp | 1011.54%-1001.0pp | 17.84%-7.3pp |
| Employer contribution / active EE | $473 | $2,255-79.0% | $2,990-84.2% | $2,790-83.0% |
| Participant deferral / active EE | $1,674 | $3,069-45.4% | $3,911-57.2% | $4,249-60.6% |
| Admin fee / account holder | $901 | $4,334-79.2% | $5,894-84.7% | $8,951-89.9% |