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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 | $38,153 | $88,360-56.8% | $145,433-73.8% | $67,986-43.9% |
| Participation rate | 91.6% | 65.5%+26.1pp | 82.1%+9.5pp | 57.2%+34.4pp |
| Annual return | 73.30% | 63.15%+10.1pp | 66.58%+6.7pp | 31.67%+41.6pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $11,285 | $5,932+90.2% | $7,897+42.9% | $3,358+236.1% |
| Admin fee / account holder | $3,508 | $3,313+5.9% | $13,129-73.3% | $3,203+9.5% |