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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 | $43,014 | $81,403-47.2% | $147,027-70.7% | $87,485-50.8% |
| Participation rate | 96.0% | 63.4%+32.6pp | 73.7%+22.3pp | 68.9%+27.1pp |
| Annual return | 88.46% | 16.51%+72.0pp | 20.23%+68.2pp | 26.06%+62.4pp |
| Employer contribution / active EE | $0 | $2,205-100.0% | $3,626-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,999 | $3,315+261.9% | $4,933+143.2% | $4,274+180.8% |
| Admin fee / account holder | $1,885 | $6,755-72.1% | $12,223-84.6% | $7,775-75.8% |