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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 | $122,422 | $65,704+86.3% | $94,229+29.9% | $59,633+105.3% |
| Participation rate | 78.1% | 72.1%+6.0pp | 78.8%-0.6pp | 68.7%+9.5pp |
| Annual return | -0.92% | 5.22%-6.1pp | 10.68%-11.6pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,820 | $3,143-42.1% | $4,320-57.9% | $3,192-43.0% |
| Admin fee / account holder | $3,028 | $4,265-29.0% | $6,269-51.7% | $4,297-29.5% |