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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 | $29,550 | $57,140-48.3% | $85,240-65.3% | $80,959-63.5% |
| Participation rate | 88.0% | 56.4%+31.6pp | 67.5%+20.5pp | 67.7%+20.3pp |
| Annual return | 44.29% | 21.71%+22.6pp | 66.75%-22.5pp | 35.67%+8.6pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13,750 | $3,115+341.4% | $4,527+203.7% | $4,300+219.8% |
| Admin fee / account holder | $6,018 | $4,992+20.6% | $6,165-2.4% | $6,925-13.1% |