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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 | $88,907 | $82,032+8.4% | $123,106-27.8% | $59,632+49.1% |
| Participation rate | 76.6% | 83.2%-6.6pp | 86.8%-10.2pp | 68.7%+7.9pp |
| Annual return | 1.01% | 5.12%-4.1pp | 13.22%-12.2pp | 2041.32%-2040.3pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $11,880 | $4,667+154.6% | $6,229+90.7% | $3,192+272.2% |
| Admin fee / account holder | $7,877 | $5,881+34.0% | $9,015-12.6% | $4,297+83.3% |