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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 | $99,875-56.9% | $146,866-70.7% | $86,983-50.5% |
| Participation rate | 88.4% | 75.8%+12.6pp | 82.5%+5.9pp | 69.5%+18.9pp |
| Annual return | 47.04% | 28.10%+18.9pp | 102.85%-55.8pp | 25.83%+21.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $13,684 | $6,322+116.4% | $7,759+76.4% | $4,194+226.3% |
| Admin fee / account holder | $4,394 | $7,838-43.9% | $13,620-67.7% | $7,856-44.1% |