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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 | $106,749-76.0% | $145,433-82.4% | $82,448-68.9% |
| Participation rate | 97.6% | 75.6%+22.0pp | 82.1%+15.5pp | 68.1%+29.6pp |
| Annual return | 78.02% | 27.59%+50.4pp | 66.58%+11.4pp | 41.64%+36.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,960 | $6,519+6.8% | $7,897-11.9% | $4,139+68.1% |
| Admin fee / account holder | $416 | $8,390-95.0% | $13,129-96.8% | $7,234-94.3% |