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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 | $61,359 | $107,421-42.9% | $182,262-66.3% | $94,015-34.7% |
| Participation rate | 92.5% | 77.8%+14.7pp | 84.2%+8.3pp | 70.8%+21.7pp |
| Annual return | 21.70% | 21.32%+0.4pp | 140.60%-118.9pp | 17.84%+3.9pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $16,678 | $6,558+154.3% | $8,276+101.5% | $4,249+292.5% |
| Admin fee / account holder | $1,281 | $8,692-85.3% | $16,712-92.3% | $8,951-85.7% |