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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 | $37,943 | $99,875-62.0% | $146,866-74.2% | $86,983-56.4% |
| Participation rate | 93.8% | 75.8%+17.9pp | 82.5%+11.2pp | 69.5%+24.2pp |
| Annual return | 46.46% | 28.10%+18.4pp | 102.85%-56.4pp | 25.83%+20.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $14,134 | $6,322+123.6% | $7,759+82.2% | $4,194+237.0% |
| Admin fee / account holder | $3,060 | $7,838-61.0% | $13,620-77.5% | $7,856-61.0% |