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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 | $67,154 | $45,438+47.8% | $80,004-16.1% | $59,633+12.6% |
| Participation rate | 75.6% | 63.7%+11.9pp | 73.0%+2.6pp | 68.7%+6.9pp |
| Annual return | -0.48% | 5.10%-5.6pp | 7.63%-8.1pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,779 | $2,231+69.4% | $3,204+17.9% | $3,192+18.4% |
| Admin fee / account holder | $8,624 | $3,464+148.9% | $5,033+71.3% | $4,297+100.7% |