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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 | $25,958 | $81,276-68.1% | $155,574-83.3% | $80,925-67.9% |
| Participation rate | 89.3% | 66.2%+23.0pp | 78.2%+11.1pp | 67.7%+21.6pp |
| Annual return | 44.30% | 33.36%+10.9pp | 64.87%-20.6pp | 35.65%+8.7pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,201 | $3,453+224.4% | $5,629+99.0% | $4,299+160.6% |
| Admin fee / account holder | $540 | $7,993-93.2% | $15,914-96.6% | $6,940-92.2% |