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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 | $49,615 | $100,970-50.9% | $96,576-48.6% | $137,256-63.9% |
| Participation rate | 81.8% | 82.6%-0.8pp | 81.4%+0.4pp | 80.0%+1.9pp |
| Annual return | 14.49% | 38.16%-23.7pp | 38.47%-24.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,614 | $8,286+40.2% | $7,956+46.0% | $6,407+81.3% |
| Admin fee / account holder | $5,493 | $11,312-51.4% | $11,381-51.7% | $12,270-55.2% |