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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 | $56,495 | $78,197-27.8% | $98,090-42.4% | $82,637-31.6% |
| Participation rate | 85.7% | 77.5%+8.2pp | 81.5%+4.2pp | 68.1%+17.7pp |
| Annual return | 358.18% | 40.25%+317.9pp | 37.05%+321.1pp | 53.51%+304.7pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,843 | $6,636+78.5% | $7,845+51.0% | $4,126+187.0% |
| Admin fee / account holder | $1,091 | $14,832-92.6% | $11,815-90.8% | $7,339-85.1% |