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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 | $107,983 | $81,208+33.0% | $98,920+9.2% | $79,856+35.2% |
| Participation rate | 70.8% | 72.5%-1.7pp | 76.0%-5.3pp | 69.6%+1.1pp |
| Annual return | 11.40% | 60.99%-49.6pp | 196.47%-185.1pp | 31.71%-20.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,992 | $3,265-8.4% | $4,245-29.5% | $3,741-20.0% |
| Admin fee / account holder | $9,787 | $6,013+62.8% | $6,643+47.3% | $5,306+84.4% |