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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 | $72,058 | $52,911+36.2% | $73,309-1.7% | $59,633+20.8% |
| Participation rate | 85.5% | 68.2%+17.3pp | 74.9%+10.6pp | 68.7%+16.8pp |
| Annual return | 0.69% | 12.20%-11.5pp | 5.67%-5.0pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,504 | $4,069+84.4% | $4,991+50.4% | $3,192+135.1% |
| Admin fee / account holder | $396 | $3,835-89.7% | $5,635-93.0% | $4,297-90.8% |