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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 | $119,432 | $54,380+119.6% | $68,509+74.3% | $59,633+100.3% |
| Participation rate | 77.8% | 70.2%+7.6pp | 74.7%+3.1pp | 68.7%+9.1pp |
| Annual return | 2.87% | 2.83%0pp | 8.27%-5.4pp | 2041.45%-2038.6pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,605 | $2,643+74.2% | $3,382+36.2% | $3,192+44.3% |
| Admin fee / account holder | $1,661 | $3,885-57.3% | $5,275-68.5% | $4,297-61.3% |