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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 | $46,218 | $65,704-29.7% | $94,229-51.0% | $59,633-22.5% |
| Participation rate | 76.3% | 72.1%+4.2pp | 78.8%-2.5pp | 68.7%+7.6pp |
| Annual return | -0.50% | 5.22%-5.7pp | 10.68%-11.2pp | 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 | $4,221 | $3,143+34.3% | $4,320-2.3% | $3,192+32.3% |
| Admin fee / account holder | $3,063 | $4,265-28.2% | $6,269-51.1% | $4,297-28.7% |