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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 | $160,369 | $92,219+73.9% | $76,768+108.9% | $135,379+18.5% |
| Participation rate | 95.0% | 79.8%+15.2pp | 77.0%+18.0pp | 82.6%+12.4pp |
| Annual return | -0.40% | 5.46%-5.9pp | 2.43%-2.8pp | 519.79%-520.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,183 | $4,508+15.0% | $3,852+34.6% | $5,609-7.6% |
| Admin fee / account holder | $5,403 | $10,749-49.7% | $6,675-19.1% | $10,828-50.1% |