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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 | $101,196 | $81,208+24.6% | $98,920+2.3% | $79,856+26.7% |
| Participation rate | 75.0% | 72.5%+2.5pp | 76.0%-1.0pp | 69.6%+5.4pp |
| Annual return | 22.43% | 60.99%-38.6pp | 196.47%-174.0pp | 31.71%-9.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,496 | $3,265+221.5% | $4,245+147.3% | $3,741+180.6% |
| Admin fee / account holder | $4,960 | $6,013-17.5% | $6,643-25.3% | $5,306-6.5% |