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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 | $188,438 | $71,878+162.2% | $86,698+117.3% | $68,486+175.1% |
| Participation rate | 82.1% | 72.2%+9.9pp | 76.6%+5.6pp | 67.9%+14.2pp |
| Annual return | -5.16% | 3.53%-8.7pp | 35.95%-41.1pp | -7.85%+2.7pp |
| Employer contribution / active EE | $7 | $2,173-99.7% | $2,837-99.8% | $2,597-99.7% |
| Participant deferral / active EE | $5,341 | $3,779+41.3% | $4,656+14.7% | $4,028+32.6% |
| Admin fee / account holder | $17,707 | $6,113+189.7% | $7,493+136.3% | $5,404+227.7% |