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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 | $116,968 | $77,817+50.3% | $123,553-5.3% | $64,173+82.3% |
| Participation rate | 82.7% | 74.7%+8.0pp | 82.3%+0.4pp | 69.6%+13.1pp |
| Annual return | 1.97% | 12.49%-10.5pp | 119.21%-117.2pp | 7.63%-5.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,934 | $5,240+32.3% | $6,426+7.9% | $3,470+99.8% |
| Admin fee / account holder | $14,560 | $5,519+163.8% | $9,284+56.8% | $4,887+197.9% |