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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 | $223,716 | $58,600+281.8% | $83,327+168.5% | $64,173+248.6% |
| Participation rate | 96.2% | 72.0%+24.1pp | 77.8%+18.4pp | 69.6%+26.6pp |
| Annual return | -4.65% | 9.66%-14.3pp | 10.64%-15.3pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,270 | $4,656+99.1% | $5,565+66.6% | $3,470+167.2% |
| Admin fee / account holder | $31,792 | $9,282+242.5% | $7,540+321.6% | $4,887+550.5% |