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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 | $74,014 | $72,177+2.5% | $115,037-35.7% | $59,633+24.1% |
| Participation rate | 93.9% | 72.6%+21.3pp | 81.4%+12.5pp | 68.7%+25.2pp |
| Annual return | 0.64% | 12.02%-11.4pp | 26.14%-25.5pp | 2041.40%-2040.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,243 | $4,783-32.2% | $6,026-46.2% | $3,192+1.6% |
| Admin fee / account holder | $5,908 | $4,927+19.9% | $8,175-27.7% | $4,297+37.5% |