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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 | $22,178 | $63,365-65.0% | $91,994-75.9% | $72,975-69.6% |
| Participation rate | 97.1% | 72.5%+24.5pp | 78.6%+18.4pp | 69.5%+27.6pp |
| Annual return | 45.09% | 35.35%+9.7pp | 69.04%-24.0pp | 81.01%-35.9pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $12,290 | $4,883+151.7% | $5,924+107.5% | $3,608+240.7% |
| Admin fee / account holder | $664 | $4,670-85.8% | $7,744-91.4% | $5,124-87.0% |