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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 | $43,248 | $52,678-17.9% | $75,784-42.9% | $59,633-27.5% |
| Participation rate | 75.6% | 67.2%+8.4pp | 75.8%-0.2pp | 68.7%+6.9pp |
| Annual return | -1.28% | 2.95%-4.2pp | 9.68%-11.0pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,966 | $2,591+14.5% | $3,652-18.8% | $3,192-7.1% |
| Admin fee / account holder | $12,391 | $3,610+243.2% | $5,300+133.8% | $4,297+188.4% |