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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 | $36,387 | $106,524-65.8% | $152,301-76.1% | $87,485-58.4% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.4%+11.1pp | 68.9%+24.6pp |
| Annual return | 114.88% | 26.89%+88.0pp | 80.50%+34.4pp | 26.06%+88.8pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,743 | $6,525+64.7% | $8,004+34.2% | $4,274+151.4% |
| Admin fee / account holder | $2,689 | $8,287-67.6% | $14,398-81.3% | $7,775-65.4% |