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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 | $148,119 | $52,836+180.3% | $105,738+40.1% | $64,181+130.8% |
| Participation rate | 89.4% | 66.5%+22.8pp | 76.3%+13.0pp | 69.6%+19.8pp |
| Annual return | -2.26% | 14.30%-16.6pp | 6.27%-8.5pp | 7.63%-9.9pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,282 | $2,545+68.2% | $4,080+4.9% | $3,470+23.4% |
| Admin fee / account holder | $21,154 | $3,959+434.4% | $6,913+206.0% | $4,887+332.8% |