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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 | $106,749-62.9% | $145,433-72.7% | $82,448-51.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 47.52% | 27.59%+19.9pp | 66.58%-19.1pp | 41.64%+5.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,802 | $6,519+50.4% | $7,897+24.1% | $4,139+136.8% |
| Admin fee / account holder | $546 | $8,390-93.5% | $13,129-95.8% | $7,234-92.4% |