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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 | $72,670 | $50,554+43.7% | $67,681+7.4% | $87,485-16.9% |
| Participation rate | 74.4% | 67.7%+6.7pp | 73.7%+0.7pp | 68.9%+5.5pp |
| Annual return | 11.58% | 17.81%-6.2pp | 590.58%-579.0pp | 26.06%-14.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,949 | $2,961-0.4% | $3,976-25.8% | $4,274-31.0% |
| Admin fee / account holder | $3,722 | $4,132-9.9% | $6,100-39.0% | $7,775-52.1% |