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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 | $22,226 | $93,598-76.3% | $135,974-83.7% | $75,173-70.4% |
| Participation rate | 85.5% | 75.2%+10.3pp | 81.9%+3.6pp | 67.2%+18.3pp |
| Annual return | 264.52% | 30.89%+233.6pp | 68.30%+196.2pp | 160.72%+103.8pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,484 | $6,405+16.8% | $7,760-3.6% | $4,126+81.4% |
| Admin fee / account holder | $2,153 | $6,978-69.1% | $10,767-80.0% | $5,651-61.9% |