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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 | $92,639 | $72,177+28.3% | $115,038-19.5% | $59,633+55.3% |
| Participation rate | 83.0% | 72.6%+10.5pp | 81.4%+1.7pp | 68.7%+14.3pp |
| Annual return | 2.54% | 12.02%-9.5pp | 26.14%-23.6pp | 2041.45%-2038.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,974 | $4,783+4.0% | $6,026-17.5% | $3,192+55.9% |
| Admin fee / account holder | $24,787 | $4,927+403.1% | $8,175+203.2% | $4,297+476.9% |