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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 | $29,754 | $99,875-70.2% | $146,866-79.7% | $86,983-65.8% |
| Participation rate | 95.3% | 75.8%+19.5pp | 82.5%+12.8pp | 69.5%+25.8pp |
| Annual return | 39.34% | 28.10%+11.2pp | 102.85%-63.5pp | 25.83%+13.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $11,968 | $6,322+89.3% | $7,759+54.2% | $4,194+185.4% |
| Admin fee / account holder | $875 | $7,838-88.8% | $13,620-93.6% | $7,856-88.9% |