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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 | $25,648 | $106,864-76.0% | $147,318-82.6% | $82,637-69.0% |
| Participation rate | 97.6% | 75.5%+22.1pp | 82.1%+15.6pp | 68.1%+29.6pp |
| Annual return | 78.02% | 27.49%+50.5pp | 70.43%+7.6pp | 53.51%+24.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,960 | $6,496+7.1% | $7,906-12.0% | $4,126+68.7% |
| Admin fee / account holder | $416 | $8,415-95.1% | $13,708-97.0% | $7,339-94.3% |