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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 | $97,048 | $108,882-10.9% | $96,754+0.3% | $154,746-37.3% |
| Participation rate | 78.6% | 75.1%+3.5pp | 70.3%+8.3pp | 80.7%-2.1pp |
| Annual return | 20.16% | 98.39%-78.2pp | 82.04%-61.9pp | 172.34%-152.2pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $18,390 | $5,323+245.5% | $4,758+286.5% | $6,730+173.2% |
| Admin fee / account holder | $5,765 | $10,200-43.5% | $8,905-35.3% | $14,365-59.9% |