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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 | $72,982 | $83,485-12.6% | $125,195-41.7% | $72,9760% |
| Participation rate | 86.4% | 73.3%+13.1pp | 79.8%+6.7pp | 69.5%+17.0pp |
| Annual return | 20.60% | 25.77%-5.2pp | 43.79%-23.2pp | 81.02%-60.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,344 | $3,586-34.6% | $4,937-52.5% | $3,608-35.0% |
| Admin fee / account holder | $2,091 | $5,518-62.1% | $9,704-78.5% | $5,124-59.2% |