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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 | $22,320 | $70,475-68.3% | $100,530-77.8% | $79,858-72.0% |
| Participation rate | 94.3% | 73.7%+20.6pp | 79.4%+14.9pp | 69.6%+24.7pp |
| Annual return | 124.44% | 21.90%+102.5pp | 30.89%+93.5pp | 31.72%+92.7pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,324 | $5,181+2.8% | $6,271-15.1% | $3,740+42.3% |
| Admin fee / account holder | $785 | $4,478-82.5% | $8,083-90.3% | $5,306-85.2% |