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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 | $52,796 | $101,950-48.2% | $125,529-57.9% | $86,983-39.3% |
| Participation rate | 95.7% | 70.2%+25.5pp | 74.7%+20.9pp | 69.5%+26.1pp |
| Annual return | 37.38% | 18.29%+19.1pp | 202.56%-165.2pp | 25.83%+11.6pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $13,167 | $3,862+240.9% | $4,813+173.6% | $4,194+214.0% |
| Admin fee / account holder | $2,284 | $12,791-82.1% | $16,298-86.0% | $7,856-70.9% |