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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 | $159,915 | $99,345+61.0% | $84,753+88.7% | $273,972-41.6% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 7.50% | 22.93%-15.4pp | 22.78%-15.3pp | 41.46%-34.0pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,643 | $4,270-38.1% | $3,712-28.8% | $5,287-50.0% |
| Admin fee / account holder | $212,021 | $6,645+3090.5% | $5,333+3875.6% | $10,133+1992.5% |