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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 | $188,010 | $82,028+129.2% | $123,105+52.7% | $59,633+215.3% |
| Participation rate | 83.1% | 83.2%-0.1pp | 86.8%-3.6pp | 68.7%+14.5pp |
| Annual return | 0.00% | 5.12%-5.1pp | 13.22%-13.2pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $11,454 | $4,667+145.4% | $6,229+83.9% | $3,192+258.9% |
| Admin fee / account holder | $8,674 | $5,879+47.6% | $9,014-3.8% | $4,297+101.9% |