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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 | $43,088 | $106,524-59.6% | $152,301-71.7% | $87,485-50.7% |
| Participation rate | 88.4% | 75.8%+12.7pp | 82.4%+6.0pp | 68.9%+19.5pp |
| Annual return | 47.04% | 26.89%+20.2pp | 80.50%-33.5pp | 26.06%+21.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,684 | $6,525+109.7% | $8,004+71.0% | $4,274+220.2% |
| Admin fee / account holder | $4,394 | $8,287-47.0% | $14,398-69.5% | $7,775-43.5% |