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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 | $107,809-10.0% | $97,0320% | $155,188-37.5% |
| Participation rate | 78.6% | 75.5%+3.1pp | 71.6%+7.0pp | 80.8%-2.2pp |
| Annual return | 20.16% | 38.06%-17.9pp | 35.38%-15.2pp | 148.84%-128.7pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $18,390 | $5,129+258.5% | $4,672+293.6% | $6,531+181.6% |
| Admin fee / account holder | $5,765 | $10,717-46.2% | $9,418-38.8% | $14,480-60.2% |