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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 | $22,112 | $76,407-71.1% | $150,298-85.3% | $82,448-73.2% |
| Participation rate | 73.3% | 66.4%+6.9pp | 77.8%-4.4pp | 68.1%+5.3pp |
| Annual return | 118.50% | 39.99%+78.5pp | 62.79%+55.7pp | 41.64%+76.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,429 | $3,214+68.9% | $5,453-0.4% | $4,139+31.2% |
| Admin fee / account holder | $653 | $6,352-89.7% | $14,116-95.4% | $7,234-91.0% |