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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 | $26,414 | $52,678-49.9% | $75,784-65.1% | $59,633-55.7% |
| Participation rate | 88.0% | 67.2%+20.8pp | 75.8%+12.2pp | 68.7%+19.3pp |
| Annual return | -1.35% | 2.95%-4.3pp | 9.68%-11.0pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,429 | $2,591+225.3% | $3,652+130.8% | $3,192+164.1% |
| Admin fee / account holder | $3,547 | $3,610-1.8% | $5,300-33.1% | $4,297-17.5% |