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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 | $14,149 | $49,249-71.3% | $70,476-79.9% | $79,852-82.3% |
| Participation rate | 89.5% | 69.2%+20.3pp | 75.1%+14.4pp | 69.6%+19.8pp |
| Annual return | 41.45% | 30.09%+11.4pp | 109.12%-67.7pp | 31.72%+9.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,459 | $2,769+97.2% | $3,710+47.1% | $3,740+45.9% |
| Admin fee / account holder | $1,585 | $2,878-44.9% | $3,847-58.8% | $5,306-70.1% |