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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 | $25,482 | $64,324-60.4% | $118,914-78.6% | $79,856-68.1% |
| Participation rate | 73.0% | 64.9%+8.1pp | 75.4%-2.4pp | 69.6%+3.3pp |
| Annual return | 124.10% | 86.45%+37.7pp | 35.89%+88.2pp | 31.71%+92.4pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,666 | $2,824+206.9% | $4,266+103.2% | $3,741+131.7% |
| Admin fee / account holder | $885 | $4,040-78.1% | $6,582-86.6% | $5,306-83.3% |