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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 | $172,192 | $72,177+138.6% | $115,037+49.7% | $59,633+188.8% |
| Participation rate | 70.6% | 72.6%-2.0pp | 81.4%-10.8pp | 68.7%+1.9pp |
| Annual return | 1.88% | 12.02%-10.1pp | 26.14%-24.3pp | 2041.40%-2039.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $12,039 | $4,783+151.7% | $6,026+99.8% | $3,192+277.2% |
| Admin fee / account holder | $5,950 | $4,927+20.8% | $8,175-27.2% | $4,297+38.5% |