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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 | $51,207 | $78,428-34.7% | $95,960-46.6% | $79,852-35.9% |
| Participation rate | 73.1% | 73.5%-0.4pp | 77.1%-4.0pp | 69.6%+3.4pp |
| Annual return | 25.09% | 19.37%+5.7pp | 91.63%-66.5pp | 31.72%-6.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,466 | $3,440+204.3% | $4,167+151.2% | $3,740+179.8% |
| Admin fee / account holder | $17,746 | $5,622+215.6% | $6,797+161.1% | $5,306+234.4% |