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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 | $99,875-74.3% | $146,866-82.5% | $86,983-70.5% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.5%+28.1pp |
| Annual return | 78.02% | 28.10%+49.9pp | 102.85%-24.8pp | 25.83%+52.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,960 | $6,322+10.1% | $7,759-10.3% | $4,194+66.0% |
| Admin fee / account holder | $416 | $7,838-94.7% | $13,620-96.9% | $7,856-94.7% |