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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 | $102,012 | $84,236+21.1% | $170,439-40.1% | $70,124+45.5% |
| Participation rate | 71.4% | 70.8%+0.6pp | 83.6%-12.2pp | 69.5%+1.9pp |
| Annual return | 14.13% | 23.06%-8.9pp | 205.94%-191.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,187 | $3,086+68.1% | $4,939+5.0% | $3,332+55.7% |
| Admin fee / account holder | $1,055 | $5,698-81.5% | $13,881-92.4% | $4,645-77.3% |