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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 | $99,875-51.4% | $146,866-66.9% | $86,983-44.1% |
| Participation rate | 83.6% | 75.8%+7.8pp | 82.5%+1.1pp | 69.5%+14.1pp |
| Annual return | 53.64% | 28.10%+25.5pp | 102.85%-49.2pp | 25.83%+27.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $9,131 | $6,322+44.4% | $7,759+17.7% | $4,194+117.7% |
| Admin fee / account holder | $4,734 | $7,838-39.6% | $13,620-65.2% | $7,856-39.7% |