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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 | $54,646 | $69,118-20.9% | $53,647+1.9% | $138,895-60.7% |
| Participation rate | 93.3% | 64.0%+29.4pp | 56.3%+37.1pp | 79.9%+13.4pp |
| Annual return | 15.46% | 248.26%-232.8pp | 358.33%-342.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,516 | $2,274+406.4% | $1,813+535.1% | $6,396+80.0% |
| Admin fee / account holder | $13,715 | $2,724+403.5% | $2,460+457.6% | $12,562+9.2% |