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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 | $29,955 | $83,061-63.9% | $126,068-76.2% | $94,015-68.1% |
| Participation rate | 85.7% | 81.2%+4.5pp | 84.7%+1.0pp | 70.8%+14.9pp |
| Annual return | 46.08% | 20.41%+25.7pp | 15.01%+31.1pp | 17.84%+28.2pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $12,483 | $7,042+77.3% | $8,214+52.0% | $4,249+193.7% |
| Admin fee / account holder | $7,482 | $7,208+3.8% | $18,264-59.0% | $8,951-16.4% |