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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 | $47,256 | $28,624+65.1% | $53,647-11.9% | $82,637-42.8% |
| Participation rate | 87.9% | 47.3%+40.6pp | 56.3%+31.6pp | 68.1%+19.8pp |
| Annual return | 17.68% | 664.98%-647.3pp | 358.33%-340.7pp | 53.51%-35.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $12,644 | $1,196+957.0% | $1,813+597.3% | $4,126+206.4% |
| Admin fee / account holder | $6,398 | $2,022+216.5% | $2,460+160.1% | $7,339-12.8% |