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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 | $36,824 | $93,589-60.7% | $135,942-72.9% | $75,181-51.0% |
| Participation rate | 86.3% | 75.2%+11.1pp | 81.9%+4.4pp | 67.2%+19.1pp |
| Annual return | 36.87% | 30.90%+6.0pp | 68.28%-31.4pp | 160.69%-123.8pp |
| Employer contribution / active EE | $6 | $3,537-99.8% | $4,858-99.9% | $2,671-99.8% |
| Participant deferral / active EE | $14,705 | $6,405+129.6% | $7,759+89.5% | $4,126+256.4% |
| Admin fee / account holder | $1,729 | $6,977-75.2% | $10,764-83.9% | $5,650-69.4% |