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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 | $85,173 | $40,275+111.5% | $57,356+48.5% | $59,633+42.8% |
| Participation rate | 82.1% | 69.1%+12.9pp | 75.1%+7.0pp | 68.7%+13.4pp |
| Annual return | 0.21% | 27.52%-27.3pp | 24.41%-24.2pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $123 | $1,921-93.6% | $2,689-95.4% | $2,203-94.4% |
| Participant deferral / active EE | $4,125 | $2,400+71.9% | $3,162+30.5% | $3,192+29.2% |
| Admin fee / account holder | $19,009 | $2,820+574.0% | $3,357+466.2% | $4,297+342.4% |