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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 | $38,105 | $105,200-63.8% | $159,474-76.1% | $85,847-55.6% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.8%+12.3pp | 69.3%+25.8pp |
| Annual return | 24.00% | 45.08%-21.1pp | 263.68%-239.7pp | 318.61%-294.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,681 | $5,946+46.0% | $7,353+18.1% | $3,952+119.7% |
| Admin fee / account holder | $1,142 | $6,934-83.5% | $10,802-89.4% | $6,261-81.8% |