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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 | $137,643 | $65,704+109.5% | $94,229+46.1% | $59,633+130.8% |
| Participation rate | 92.0% | 72.1%+19.9pp | 78.8%+13.2pp | 68.7%+23.3pp |
| Annual return | -0.44% | 5.22%-5.7pp | 10.68%-11.1pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,122 | $3,143+126.6% | $4,320+64.8% | $3,192+123.1% |
| Admin fee / account holder | $510 | $4,265-88.0% | $6,269-91.9% | $4,297-88.1% |