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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 | $25,647 | $63,365-59.5% | $91,994-72.1% | $72,976-64.9% |
| Participation rate | 97.9% | 72.5%+25.4pp | 78.6%+19.3pp | 69.5%+28.4pp |
| Annual return | 49.35% | 35.35%+14.0pp | 69.04%-19.7pp | 81.02%-31.7pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,347 | $4,883+70.9% | $5,924+40.9% | $3,608+131.4% |
| Admin fee / account holder | $3,273 | $4,670-29.9% | $7,744-57.7% | $5,124-36.1% |