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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 | $106,390 | $72,177+47.4% | $115,038-7.5% | $59,633+78.4% |
| Participation rate | 75.9% | 72.6%+3.4pp | 81.4%-5.4pp | 68.7%+7.3pp |
| Annual return | 1.70% | 12.02%-10.3pp | 26.14%-24.4pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $11,014 | $4,783+130.3% | $6,026+82.8% | $3,192+245.1% |
| Admin fee / account holder | $1,067 | $4,927-78.3% | $8,175-86.9% | $4,297-75.2% |