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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 | $39,645 | $106,864-62.9% | $147,318-73.1% | $82,637-52.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 47.52% | 27.49%+20.0pp | 70.43%-22.9pp | 53.51%-6.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,802 | $6,496+50.9% | $7,906+24.0% | $4,126+137.6% |
| Admin fee / account holder | $546 | $8,415-93.5% | $13,708-96.0% | $7,339-92.6% |