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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 | $37,583 | $99,009-62.0% | $86,581-56.6% | $147,585-74.5% |
| Participation rate | 92.9% | 76.3%+16.5pp | 73.5%+19.3pp | 82.8%+10.0pp |
| Annual return | 11.76% | 1312.70%-1300.9pp | 965.06%-953.3pp | 578.58%-566.8pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,536 | $3,972+64.5% | $3,609+81.1% | $5,439+20.2% |
| Admin fee / account holder | $459 | $5,709-92.0% | $4,904-90.6% | $10,886-95.8% |