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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 | $249,105 | $67,411+269.5% | $91,004+173.7% | $70,124+255.2% |
| Participation rate | 71.1% | 71.4%-0.3pp | 75.6%-4.6pp | 69.5%+1.5pp |
| Annual return | 14.34% | -40.16%+54.5pp | 4.60%+9.7pp | 73.14%-58.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,708 | $2,823-39.5% | $3,548-51.9% | $3,332-48.7% |
| Admin fee / account holder | $10,723 | $4,236+153.1% | $5,417+97.9% | $4,645+130.8% |