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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 | $97,102 | $69,977+38.8% | $108,582-10.6% | $62,881+54.4% |
| Participation rate | 71.4% | 72.9%-1.5pp | 79.6%-8.1pp | 69.3%+2.1pp |
| Annual return | 6.23% | 10.73%-4.5pp | -51.70%+57.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,502 | $3,165+10.7% | $4,311-18.8% | $3,203+9.3% |
| Admin fee / account holder | $10,171 | $5,076+100.3% | $7,645+33.0% | $4,296+136.8% |