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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 | $141,212 | $52,580+168.6% | $71,671+97.0% | $70,126+101.4% |
| Participation rate | 85.1% | 60.9%+24.2pp | 68.7%+16.4pp | 69.5%+15.6pp |
| Annual return | 13.68% | 20.25%-6.6pp | 20.65%-7.0pp | 73.15%-59.5pp |
| Employer contribution / active EE | $218 | $1,616-86.5% | $2,460-91.2% | $2,343-90.7% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $15,104 | $3,653+313.5% | $5,558+171.7% | $4,645+225.1% |