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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 | $52,900 | $77,814-32.0% | $158,223-66.6% | $86,983-39.2% |
| Participation rate | 94.3% | 68.4%+25.9pp | 79.2%+15.1pp | 69.5%+24.7pp |
| Annual return | 38.79% | 30.54%+8.2pp | 52.09%-13.3pp | 25.83%+13.0pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $12,815 | $3,270+291.9% | $5,467+134.4% | $4,194+205.6% |
| Admin fee / account holder | $1,659 | $5,879-71.8% | $16,047-89.7% | $7,856-78.9% |