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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 | $44,398 | $106,524-58.3% | $152,301-70.8% | $87,485-49.3% |
| Participation rate | 92.3% | 75.8%+16.6pp | 82.4%+9.9pp | 68.9%+23.4pp |
| Annual return | 53.51% | 26.89%+26.6pp | 80.50%-27.0pp | 26.06%+27.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $20,343 | $6,525+211.8% | $8,004+154.2% | $4,274+376.0% |
| Admin fee / account holder | $14,796 | $8,287+78.6% | $14,398+2.8% | $7,775+90.3% |