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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 | $69,255-45.2% | $126,068-69.9% | $69,255-45.2% |
| Participation rate | 85.1% | 69.0%+16.1pp | 84.7%+0.4pp | 69.0%+16.1pp |
| Annual return | 58.48% | 26.73%+31.8pp | 15.01%+43.5pp | 26.73%+31.8pp |
| Employer contribution / active EE | $0 | $2,645-100.0% | $3,968-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $10,369 | $2,890+258.7% | $8,214+26.2% | $2,890+258.7% |
| Admin fee / account holder | $4,015 | $733+447.9% | $18,264-78.0% | $733+447.9% |