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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 | $68,601 | $106,524-35.6% | $152,301-55.0% | $87,485-21.6% |
| Participation rate | 87.8% | 75.8%+12.1pp | 82.4%+5.4pp | 68.9%+18.9pp |
| Annual return | 53.24% | 26.89%+26.4pp | 80.50%-27.3pp | 26.06%+27.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,830 | $6,525+112.0% | $8,004+72.8% | $4,274+223.6% |
| Admin fee / account holder | $1,098 | $8,287-86.8% | $14,398-92.4% | $7,775-85.9% |