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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 | $30,242 | $99,875-69.7% | $146,866-79.4% | $86,983-65.2% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 48.76% | 28.10%+20.7pp | 102.85%-54.1pp | 25.83%+22.9pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $9,928 | $6,322+57.0% | $7,759+28.0% | $4,194+136.7% |
| Admin fee / account holder | $2,878 | $7,838-63.3% | $13,620-78.9% | $7,856-63.4% |