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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 | $89,235 | $72,177+23.6% | $115,037-22.4% | $59,633+49.6% |
| Participation rate | 93.8% | 72.6%+21.3pp | 81.4%+12.5pp | 68.7%+25.2pp |
| Annual return | 0.83% | 12.02%-11.2pp | 26.14%-25.3pp | 2041.40%-2040.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $11,991 | $4,783+150.7% | $6,026+99.0% | $3,192+275.7% |
| Admin fee / account holder | $7,081 | $4,927+43.7% | $8,175-13.4% | $4,297+64.8% |