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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 | $92,983 | $65,704+41.5% | $94,229-1.3% | $59,633+55.9% |
| Participation rate | 74.6% | 72.1%+2.5pp | 78.8%-4.2pp | 68.7%+5.9pp |
| Annual return | 0.25% | 5.22%-5.0pp | 10.68%-10.4pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,627 | $3,143+15.4% | $4,320-16.0% | $3,192+13.6% |
| Admin fee / account holder | $604 | $4,265-85.8% | $6,269-90.4% | $4,297-85.9% |