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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 | $38,619 | $106,524-63.7% | $152,301-74.6% | $87,485-55.9% |
| Participation rate | 86.1% | 75.8%+10.4pp | 82.4%+3.7pp | 68.9%+17.2pp |
| Annual return | 48.65% | 26.89%+21.8pp | 80.50%-31.9pp | 26.06%+22.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,925 | $6,525+21.5% | $8,004-1.0% | $4,274+85.5% |
| Admin fee / account holder | $1,801 | $8,287-78.3% | $14,398-87.5% | $7,775-76.8% |