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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 | $76,290 | $87,132-12.4% | $105,624-27.8% | $80,959-5.8% |
| Participation rate | 75.0% | 70.4%+4.6pp | 75.3%-0.3pp | 67.7%+7.3pp |
| Annual return | 12.68% | 17.03%-4.4pp | 116.20%-103.5pp | 35.67%-23.0pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,319 | $3,985+184.0% | $5,013+125.8% | $4,300+163.2% |
| Admin fee / account holder | $13,115 | $8,449+55.2% | $10,961+19.6% | $6,925+89.4% |