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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 | $22,428 | $78,520-71.4% | $96,576-76.8% | $82,448-72.8% |
| Participation rate | 78.6% | 77.7%+0.8pp | 81.4%-2.9pp | 68.1%+10.5pp |
| Annual return | 51.41% | 41.30%+10.1pp | 38.47%+12.9pp | 41.64%+9.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,705 | $6,754+58.5% | $7,956+34.5% | $4,139+158.6% |
| Admin fee / account holder | $8,162 | $13,455-39.3% | $11,381-28.3% | $7,234+12.8% |