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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 | $45,061 | $117,895-61.8% | $102,460-56.0% | $145,897-69.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 41.51% | 31.92%+9.6pp | 29.47%+12.0pp | 552.29%-510.8pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,056 | $5,736+40.4% | $5,056+59.3% | $6,689+20.4% |
| Admin fee / account holder | $505 | $13,353-96.2% | $9,460-94.7% | $13,390-96.2% |