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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 | $31,975 | $83,061-61.5% | $126,068-74.6% | $94,015-66.0% |
| Participation rate | 90.2% | 81.2%+9.1pp | 84.7%+5.5pp | 70.8%+19.4pp |
| Annual return | 50.01% | 20.41%+29.6pp | 15.01%+35.0pp | 17.84%+32.2pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $12,451 | $7,042+76.8% | $8,214+51.6% | $4,249+193.0% |
| Admin fee / account holder | $1,527 | $7,208-78.8% | $18,264-91.6% | $8,951-82.9% |