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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 | $54,978 | $77,358-28.9% | $102,184-46.2% | $87,485-37.2% |
| Participation rate | 90.4% | 78.7%+11.7pp | 82.6%+7.8pp | 68.9%+21.5pp |
| Annual return | 53.56% | 41.11%+12.4pp | 31.58%+22.0pp | 26.06%+27.5pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,637 | $6,753+101.9% | $8,309+64.1% | $4,274+219.1% |
| Admin fee / account holder | $8,927 | $6,809+31.1% | $11,609-23.1% | $7,775+14.8% |