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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 | $114,194 | $83,908+36.1% | $68,509+66.7% | $125,389-8.9% |
| Participation rate | 77.8% | 78.2%-0.4pp | 74.7%+3.1pp | 83.2%-5.4pp |
| Annual return | 0.34% | 14.48%-14.1pp | 8.27%-7.9pp | 282.24%-281.9pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $14,324 | $4,125+247.2% | $3,382+323.5% | $5,352+167.7% |
| Admin fee / account holder | $18,215 | $8,982+102.8% | $5,275+245.3% | $9,541+90.9% |