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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 | $83,061-46.1% | $126,068-64.5% | $94,015-52.4% |
| Participation rate | 88.6% | 81.2%+7.4pp | 84.7%+3.9pp | 70.8%+17.8pp |
| Annual return | 73.24% | 20.41%+52.8pp | 15.01%+58.2pp | 17.84%+55.4pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $9,593 | $7,042+36.2% | $8,214+16.8% | $4,249+125.7% |
| Admin fee / account holder | $804 | $7,208-88.8% | $18,264-95.6% | $8,951-91.0% |