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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 | $31,729 | $86,298-63.2% | $111,308-71.5% | $85,847-63.0% |
| Participation rate | 89.2% | 73.3%+15.9pp | 77.3%+11.9pp | 69.3%+19.9pp |
| Annual return | 56.54% | 19.99%+36.5pp | 54.67%+1.9pp | 318.61%-262.1pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,680 | $3,641+165.9% | $4,487+115.7% | $3,952+144.9% |
| Admin fee / account holder | $691 | $8,189-91.6% | $7,965-91.3% | $6,261-89.0% |