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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 | $106,749-64.5% | $145,433-73.9% | $82,448-54.0% |
| Participation rate | 93.8% | 75.6%+18.1pp | 82.1%+11.6pp | 68.1%+25.7pp |
| Annual return | 46.46% | 27.59%+18.9pp | 66.58%-20.1pp | 41.64%+4.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $14,134 | $6,519+116.8% | $7,897+79.0% | $4,139+241.5% |
| Admin fee / account holder | $3,060 | $8,390-63.5% | $13,129-76.7% | $7,234-57.7% |