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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 | $48,586 | $106,749-54.5% | $145,433-66.6% | $82,448-41.1% |
| Participation rate | 83.6% | 75.6%+8.0pp | 82.1%+1.5pp | 68.1%+15.6pp |
| Annual return | 53.64% | 27.59%+26.0pp | 66.58%-12.9pp | 41.64%+12.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,131 | $6,519+40.1% | $7,897+15.6% | $4,139+120.6% |
| Admin fee / account holder | $4,734 | $8,390-43.6% | $13,129-63.9% | $7,234-34.6% |