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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 | $103,642 | $115,810-10.5% | $101,271+2.3% | $158,966-34.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 11.13% | 56.15%-45.0pp | 46.48%-35.3pp | 302.95%-291.8pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,669 | $4,958+14.3% | $4,371+29.7% | $5,983-5.3% |
| Admin fee / account holder | $2,473 | $7,248-65.9% | $5,948-58.4% | $11,250-78.0% |