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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 | $34,118 | $95,453-64.3% | $112,040-69.5% | $82,448-58.6% |
| Participation rate | 92.1% | 72.8%+19.3pp | 76.5%+15.6pp | 68.1%+24.0pp |
| Annual return | 93.08% | 23.92%+69.2pp | 24.52%+68.6pp | 41.64%+51.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,568 | $4,224+55.5% | $5,098+28.8% | $4,139+58.7% |
| Admin fee / account holder | $6,899 | $9,013-23.5% | $12,098-43.0% | $7,234-4.6% |