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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 | $40,840 | $91,439-55.3% | $135,974-70.0% | $71,511-42.9% |
| Participation rate | 91.5% | 75.7%+15.9pp | 81.9%+9.6pp | 67.9%+23.6pp |
| Annual return | 67.34% | 29.90%+37.4pp | 68.30%-1.0pp | 28.86%+38.5pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $11,916 | $7,093+68.0% | $7,760+53.6% | $4,291+177.7% |
| Admin fee / account holder | $6,413 | $1,267+406.3% | $10,767-40.4% | $1,588+303.7% |