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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 | $106,864-54.5% | $147,318-67.0% | $82,637-41.2% |
| Participation rate | 83.6% | 75.5%+8.1pp | 82.1%+1.6pp | 68.1%+15.6pp |
| Annual return | 53.64% | 27.49%+26.1pp | 70.43%-16.8pp | 53.51%+0.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,131 | $6,496+40.6% | $7,906+15.5% | $4,126+121.3% |
| Admin fee / account holder | $4,734 | $8,415-43.7% | $13,708-65.5% | $7,339-35.5% |