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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 | $38,071 | $93,598-59.3% | $135,974-72.0% | $75,173-49.4% |
| Participation rate | 82.9% | 75.2%+7.7pp | 81.9%+1.0pp | 67.2%+15.7pp |
| Annual return | 40.25% | 30.89%+9.4pp | 68.30%-28.1pp | 160.72%-120.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $13,514 | $6,405+111.0% | $7,760+74.2% | $4,126+227.5% |
| Admin fee / account holder | $3,073 | $6,978-56.0% | $10,767-71.5% | $5,651-45.6% |