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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 | $27,274 | $107,421-74.6% | $182,262-85.0% | $94,015-71.0% |
| Participation rate | 95.2% | 77.8%+17.5pp | 84.2%+11.0pp | 70.8%+24.4pp |
| Annual return | 37.88% | 21.32%+16.6pp | 140.60%-102.7pp | 17.84%+20.0pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $11,753 | $6,558+79.2% | $8,276+42.0% | $4,249+176.6% |
| Admin fee / account holder | $5,421 | $8,692-37.6% | $16,712-67.6% | $8,951-39.4% |