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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 | $39,685 | $75,058-47.1% | $152,301-73.9% | $64,340-38.3% |
| Participation rate | 90.0% | 60.9%+29.1pp | 82.4%+7.6pp | 55.2%+34.8pp |
| Annual return | 34.92% | 29.93%+5.0pp | 80.50%-45.6pp | 24.14%+10.8pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $9,420 | $5,041+86.9% | $8,004+17.7% | $2,980+216.1% |
| Admin fee / account holder | $6,576 | $4,050+62.4% | $14,398-54.3% | $3,703+77.6% |