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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 | $65,531 | $52,911+23.9% | $73,309-10.6% | $59,633+9.9% |
| Participation rate | 80.8% | 68.2%+12.5pp | 74.9%+5.9pp | 68.7%+12.1pp |
| Annual return | -0.70% | 12.20%-12.9pp | 5.67%-6.4pp | 2041.40%-2042.1pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,350 | $4,069+6.9% | $4,991-12.8% | $3,192+36.3% |
| Admin fee / account holder | $580 | $3,835-84.9% | $5,635-89.7% | $4,297-86.5% |