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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 | $32,574 | $93,617-65.2% | $135,982-76.0% | $75,177-56.7% |
| Participation rate | 87.9% | 75.2%+12.7pp | 81.9%+6.0pp | 67.2%+20.7pp |
| Annual return | 119.93% | 30.89%+89.0pp | 68.32%+51.6pp | 160.75%-40.8pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,082 | $6,406+57.4% | $7,760+29.9% | $4,126+144.3% |
| Admin fee / account holder | $5,225 | $6,980-25.1% | $10,767-51.5% | $5,651-7.5% |