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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 | $137,908 | $45,872+200.6% | $77,100+78.9% | $68,490+101.4% |
| Participation rate | 89.5% | 55.9%+33.6pp | 67.9%+21.6pp | 67.9%+21.6pp |
| Annual return | 4.05% | 1.73%+2.3pp | 42.35%-38.3pp | -7.85%+11.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,006 | $2,963+69.0% | $4,430+13.0% | $4,028+24.3% |
| Admin fee / account holder | $3,379 | $3,041+11.1% | $5,443-37.9% | $5,403-37.5% |