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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 | $39,744 | $107,421-63.0% | $182,262-78.2% | $94,015-57.7% |
| Participation rate | 89.9% | 77.8%+12.1pp | 84.2%+5.7pp | 70.8%+19.1pp |
| Annual return | 53.10% | 21.32%+31.8pp | 140.60%-87.5pp | 17.84%+35.3pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $12,202 | $6,558+86.1% | $8,276+47.4% | $4,249+187.1% |
| Admin fee / account holder | $2,947 | $8,692-66.1% | $16,712-82.4% | $8,951-67.1% |