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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 | $97,648+1.0% | $121,663-18.9% | $87,485+12.8% |
| Participation rate | 75.0% | 70.5%+4.5pp | 74.5%+0.5pp | 68.9%+6.1pp |
| Annual return | 16.92% | 18.03%-1.1pp | 147.54%-130.6pp | 26.06%-9.1pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,034 | $3,923+181.3% | $4,887+125.8% | $4,274+158.2% |
| Admin fee / account holder | $1,956 | $11,100-82.4% | $14,289-86.3% | $7,775-74.8% |