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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 | $102,072 | $69,118+47.7% | $53,647+90.3% | $138,895-26.5% |
| Participation rate | 85.7% | 64.0%+21.7pp | 56.3%+29.4pp | 79.9%+5.8pp |
| Annual return | 6.53% | 248.26%-241.7pp | 358.33%-351.8pp | 145.39%-138.9pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,043 | $2,274+33.8% | $1,813+67.8% | $6,396-52.4% |
| Admin fee / account holder | $55,588 | $2,724+1940.7% | $2,460+2159.7% | $12,562+342.5% |