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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 | $35,652 | $78,015-54.3% | $178,505-80.0% | $80,959-56.0% |
| Participation rate | 89.7% | 65.7%+24.0pp | 77.1%+12.5pp | 67.7%+22.0pp |
| Annual return | 61.02% | 18.10%+42.9pp | 27.16%+33.9pp | 35.67%+25.3pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,660 | $4,406+96.6% | $6,280+37.9% | $4,300+101.4% |
| Admin fee / account holder | $844 | $7,160-88.2% | $10,428-91.9% | $6,925-87.8% |