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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 | $56,222 | $76,407-26.4% | $150,298-62.6% | $82,448-31.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 55.29% | 39.99%+15.3pp | 62.79%-7.5pp | 41.64%+13.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,807 | $3,214+49.5% | $5,453-11.8% | $4,139+16.1% |
| Admin fee / account holder | $453 | $6,352-92.9% | $14,116-96.8% | $7,234-93.7% |