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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 | $115,900 | $82,028+41.3% | $123,105-5.9% | $59,633+94.4% |
| Participation rate | 70.5% | 83.2%-12.7pp | 86.8%-16.3pp | 68.7%+1.8pp |
| Annual return | -0.37% | 5.12%-5.5pp | 13.22%-13.6pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $10,480 | $4,667+124.6% | $6,229+68.2% | $3,192+228.4% |
| Admin fee / account holder | $5,341 | $5,879-9.1% | $9,014-40.7% | $4,297+24.3% |