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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 | $44,742 | $77,358-42.2% | $102,184-56.2% | $87,485-48.9% |
| Participation rate | 88.6% | 78.7%+9.9pp | 82.6%+6.0pp | 68.9%+19.6pp |
| Annual return | 73.24% | 41.11%+32.1pp | 31.58%+41.7pp | 26.06%+47.2pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,593 | $6,753+42.1% | $8,309+15.5% | $4,274+124.5% |
| Admin fee / account holder | $804 | $6,809-88.2% | $11,609-93.1% | $7,775-89.7% |