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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 | $159,545 | $65,704+142.8% | $94,229+69.3% | $59,633+167.5% |
| Participation rate | 89.3% | 72.1%+17.2pp | 78.8%+10.5pp | 68.7%+20.6pp |
| Annual return | 0.50% | 5.22%-4.7pp | 10.68%-10.2pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,595 | $3,143+173.5% | $4,320+98.9% | $3,192+169.3% |
| Admin fee / account holder | $8,737 | $4,265+104.9% | $6,269+39.4% | $4,297+103.3% |