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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 | $98,655 | $94,031+4.9% | $115,768-14.8% | $82,448+19.7% |
| Participation rate | 75.0% | 70.4%+4.6pp | 74.4%+0.6pp | 68.1%+6.9pp |
| Annual return | 16.92% | 20.61%-3.7pp | 100.46%-83.5pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,034 | $3,972+177.8% | $4,917+124.4% | $4,139+166.6% |
| Admin fee / account holder | $1,956 | $10,249-80.9% | $12,439-84.3% | $7,234-73.0% |