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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 | $87,887 | $227,399-61.4% | $189,758-53.7% | $198,609-55.7% |
| Participation rate | 81.8% | 84.0%-2.2pp | 79.8%+2.0pp | 82.4%-0.6pp |
| Annual return | 19.92% | 61.03%-41.1pp | 52.62%-32.7pp | 202.70%-182.8pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $11,205 | $6,837+63.9% | $5,856+91.4% | $6,977+60.6% |
| Admin fee / account holder | $1,512 | $25,162-94.0% | $20,388-92.6% | $19,030-92.1% |