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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 | $21,064 | $78,197-73.1% | $98,090-78.5% | $82,637-74.5% |
| Participation rate | 87.2% | 77.5%+9.8pp | 81.5%+5.7pp | 68.1%+19.2pp |
| Annual return | 114.85% | 40.25%+74.6pp | 37.05%+77.8pp | 53.51%+61.3pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,829 | $6,636+63.2% | $7,845+38.0% | $4,126+162.5% |
| Admin fee / account holder | $3,094 | $14,832-79.1% | $11,815-73.8% | $7,339-57.8% |