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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 | $38,000 | $69,477-45.3% | $94,679-59.9% | $71,495-46.8% |
| Participation rate | 91.3% | 78.4%+12.9pp | 80.8%+10.5pp | 67.9%+23.4pp |
| Annual return | 39.46% | 29.66%+9.8pp | 156.75%-117.3pp | 28.85%+10.6pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $14,849 | $7,345+102.2% | $7,417+100.2% | $4,291+246.1% |
| Admin fee / account holder | $4,535 | $1,210+274.9% | $7,233-37.3% | $1,588+185.6% |