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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 | $83,061-33.8% | $126,068-56.4% | $94,015-41.5% |
| Participation rate | 90.4% | 81.2%+9.3pp | 84.7%+5.7pp | 70.8%+19.6pp |
| Annual return | 53.56% | 20.41%+33.1pp | 15.01%+38.5pp | 17.84%+35.7pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $13,637 | $7,042+93.6% | $8,214+66.0% | $4,249+220.9% |
| Admin fee / account holder | $8,927 | $7,208+23.8% | $18,264-51.1% | $8,951-0.3% |