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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 | $28,921 | $99,875-71.0% | $146,866-80.3% | $86,983-66.8% |
| Participation rate | 95.2% | 75.8%+19.4pp | 82.5%+12.7pp | 69.5%+25.7pp |
| Annual return | 34.19% | 28.10%+6.1pp | 102.85%-68.7pp | 25.83%+8.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $12,117 | $6,322+91.7% | $7,759+56.2% | $4,194+188.9% |
| Admin fee / account holder | $16,436 | $7,838+109.7% | $13,620+20.7% | $7,856+109.2% |