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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 | $78,520-43.0% | $96,576-53.7% | $82,448-45.7% |
| Participation rate | 88.6% | 77.7%+10.8pp | 81.4%+7.1pp | 68.1%+20.5pp |
| Annual return | 73.24% | 41.30%+31.9pp | 38.47%+34.8pp | 41.64%+31.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,593 | $6,754+42.0% | $7,956+20.6% | $4,139+131.8% |
| Admin fee / account holder | $804 | $13,455-94.0% | $11,381-92.9% | $7,234-88.9% |