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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 | $84,933 | $91,559-7.2% | $133,978-36.6% | $79,856+6.4% |
| Participation rate | 91.7% | 73.3%+18.3pp | 79.8%+11.8pp | 69.6%+22.0pp |
| Annual return | 10.43% | 61.85%-51.4pp | 45.10%-34.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,336 | $3,734+176.8% | $5,047+104.8% | $3,741+176.3% |
| Admin fee / account holder | $6,271 | $6,321-0.8% | $8,930-29.8% | $5,306+18.2% |