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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 | $53,390 | $65,961-19.1% | $180,320-70.4% | $94,015-43.2% |
| Participation rate | 96.2% | 61.3%+34.9pp | 71.5%+24.6pp | 70.8%+25.3pp |
| Annual return | 19.69% | 14.27%+5.4pp | 778.54%-758.8pp | 17.84%+1.8pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $4,108-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $9,033 | $3,003+200.8% | $4,304+109.9% | $4,249+112.6% |
| Admin fee / account holder | $6,394 | $4,901+30.5% | $10,000-36.1% | $8,951-28.6% |