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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 | $27,425 | $99,875-72.5% | $146,866-81.3% | $86,983-68.5% |
| Participation rate | 94.2% | 75.8%+18.4pp | 82.5%+11.7pp | 69.5%+24.7pp |
| Annual return | 74.18% | 28.10%+46.1pp | 102.85%-28.7pp | 25.83%+48.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,421 | $6,322+17.4% | $7,759-4.4% | $4,194+76.9% |
| Admin fee / account holder | $491 | $7,838-93.7% | $13,620-96.4% | $7,856-93.7% |