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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 | $34,157 | $93,598-63.5% | $135,974-74.9% | $75,173-54.6% |
| Participation rate | 88.1% | 75.2%+12.9pp | 81.9%+6.2pp | 67.2%+20.9pp |
| Annual return | 46.77% | 30.89%+15.9pp | 68.30%-21.5pp | 160.72%-113.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $13,682 | $6,405+113.6% | $7,760+76.3% | $4,126+231.6% |
| Admin fee / account holder | $2,398 | $6,978-65.6% | $10,767-77.7% | $5,651-57.6% |