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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 | $94,031-43.9% | $115,768-54.4% | $82,448-36.0% |
| Participation rate | 95.7% | 70.4%+25.2pp | 74.4%+21.3pp | 68.1%+27.6pp |
| Annual return | 37.38% | 20.61%+16.8pp | 100.46%-63.1pp | 41.64%-4.3pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,167 | $3,972+231.5% | $4,917+167.8% | $4,139+218.1% |
| Admin fee / account holder | $2,284 | $10,249-77.7% | $12,439-81.6% | $7,234-68.4% |