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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 | $68,332 | $40,275+69.7% | $57,356+19.1% | $59,633+14.6% |
| Participation rate | 94.4% | 69.1%+25.3pp | 75.1%+19.4pp | 68.7%+25.8pp |
| Annual return | 2.22% | 27.52%-25.3pp | 24.41%-22.2pp | 2041.45%-2039.2pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,397 | $2,400+208.2% | $3,162+134.0% | $3,192+131.8% |
| Admin fee / account holder | $951 | $2,820-66.3% | $3,357-71.7% | $4,297-77.9% |