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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 | $77,409 | $101,618-23.8% | $93,063-16.8% | $137,256-43.6% |
| Participation rate | 71.4% | 74.9%-3.5pp | 72.1%-0.7pp | 80.0%-8.5pp |
| Annual return | 14.10% | 223.95%-209.8pp | 34.15%-20.1pp | 220.34%-206.2pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,371 | $4,279-44.6% | $3,958-40.1% | $6,407-63.0% |
| Admin fee / account holder | $15,034 | $6,198+142.5% | $6,033+149.2% | $12,270+22.5% |