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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 | $63,775 | $72,177-11.6% | $115,037-44.6% | $59,633+6.9% |
| Participation rate | 90.6% | 72.6%+18.1pp | 81.4%+9.3pp | 68.7%+22.0pp |
| Annual return | 1.60% | 12.02%-10.4pp | 26.14%-24.5pp | 2041.40%-2039.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,455 | $4,783+14.1% | $6,026-9.5% | $3,192+70.9% |
| Admin fee / account holder | $2,533 | $4,927-48.6% | $8,175-69.0% | $4,297-41.1% |