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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 | $34,893 | $55,457-37.1% | $77,361-54.9% | $94,015-62.9% |
| Participation rate | 90.9% | 69.8%+21.1pp | 75.0%+15.9pp | 70.8%+20.1pp |
| Annual return | 29.08% | 15.57%+13.5pp | 1011.54%-982.5pp | 17.84%+11.2pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $8,829 | $3,069+187.6% | $3,911+125.8% | $4,249+107.8% |
| Admin fee / account holder | $592 | $4,334-86.3% | $5,894-90.0% | $8,951-93.4% |