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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 | $28,132 | $78,520-64.2% | $96,576-70.9% | $82,448-65.9% |
| Participation rate | 84.6% | 77.7%+6.9pp | 81.4%+3.2pp | 68.1%+16.5pp |
| Annual return | 99.04% | 41.30%+57.7pp | 38.47%+60.6pp | 41.64%+57.4pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,359 | $6,754+38.6% | $7,956+17.6% | $4,139+126.1% |
| Admin fee / account holder | $2,069 | $13,455-84.6% | $11,381-81.8% | $7,234-71.4% |