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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 | $26,016 | $89,364-70.9% | $141,177-81.6% | $72,983-64.4% |
| Participation rate | 88.5% | 75.1%+13.3pp | 82.5%+6.0pp | 69.5%+19.0pp |
| Annual return | 412.95% | 111.86%+301.1pp | 71.40%+341.6pp | 81.01%+331.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,517 | $5,419+75.6% | $6,710+41.8% | $3,608+163.8% |
| Admin fee / account holder | $1,243 | $5,959-79.1% | $10,263-87.9% | $5,124-75.7% |