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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 | $60,470 | $83,061-27.2% | $126,068-52.0% | $94,015-35.7% |
| Participation rate | 94.6% | 81.2%+13.4pp | 84.7%+9.9pp | 70.8%+23.8pp |
| Annual return | 63.28% | 20.41%+42.9pp | 15.01%+48.3pp | 17.84%+45.4pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $15,137 | $7,042+114.9% | $8,214+84.3% | $4,249+256.2% |
| Admin fee / account holder | $2,366 | $7,208-67.2% | $18,264-87.0% | $8,951-73.6% |