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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 | $37,925 | $64,728-41.4% | $102,184-62.9% | $64,728-41.4% |
| Participation rate | 85.1% | 57.9%+27.2pp | 82.6%+2.5pp | 57.9%+27.2pp |
| Annual return | 58.48% | 49.38%+9.1pp | 31.58%+26.9pp | 49.38%+9.1pp |
| Employer contribution / active EE | $0 | $2,243-100.0% | $3,594-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $10,369 | $2,729+279.9% | $8,309+24.8% | $2,729+279.9% |
| Admin fee / account holder | $4,015 | $1,145+250.6% | $11,609-65.4% | $1,145+250.6% |