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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 | $92,308 | $45,566+102.6% | $64,105+44.0% | $59,633+54.8% |
| Participation rate | 92.1% | 60.2%+31.9pp | 68.2%+23.9pp | 68.7%+23.4pp |
| Annual return | -0.05% | 4.95%-5.0pp | 791.24%-791.3pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,682 | $2,057+127.6% | $2,822+65.9% | $3,192+46.7% |
| Admin fee / account holder | $11,902 | $3,268+264.3% | $4,499+164.5% | $4,297+177.0% |