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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 | $50,467 | $142,972-64.7% | $214,702-76.5% | $86,983-42.0% |
| Participation rate | 87.9% | 84.9%+3.0pp | 87.5%+0.4pp | 69.5%+18.3pp |
| Annual return | 36.33% | 18.49%+17.8pp | 54.55%-18.2pp | 25.83%+10.5pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $12,867 | $6,568+95.9% | $9,147+40.7% | $4,194+206.8% |
| Admin fee / account holder | $5,342 | $17,617-69.7% | $19,830-73.1% | $7,856-32.0% |