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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 | $20,691 | $63,861-67.6% | $104,625-80.2% | $79,852-74.1% |
| Participation rate | 97.1% | 64.9%+32.2pp | 74.1%+23.1pp | 69.6%+27.5pp |
| Annual return | 40.58% | 21.30%+19.3pp | 340.60%-300.0pp | 31.72%+8.9pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,591 | $2,693+256.1% | $3,738+156.6% | $3,740+156.4% |
| Admin fee / account holder | $817 | $4,185-80.5% | $6,465-87.4% | $5,306-84.6% |