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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 | $83,509 | $53,128+57.2% | $86,582-3.5% | $70,126+19.1% |
| Participation rate | 92.5% | 65.3%+27.2pp | 73.5%+19.0pp | 69.5%+23.0pp |
| Annual return | 0.00% | 27.66%-27.7pp | 965.08%-965.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,916 | $2,695+156.6% | $3,609+91.7% | $3,332+107.6% |
| Admin fee / account holder | $1,407 | $3,584-60.7% | $4,904-71.3% | $4,645-69.7% |