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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 | $102,698 | $54,162+89.6% | $68,612+49.7% | $64,173+60.0% |
| Participation rate | 79.2% | 68.1%+11.1pp | 72.2%+6.9pp | 69.6%+9.6pp |
| Annual return | 12.19% | -1.62%+13.8pp | -4.63%+16.8pp | 7.63%+4.6pp |
| Employer contribution / active EE | $170 | $1,846-90.8% | $2,625-93.5% | $2,381-92.9% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,410 | $4,029-65.0% | $5,131-72.5% | $4,887-71.2% |