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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 | $106,749-58.4% | $145,433-69.5% | $82,448-46.2% |
| Participation rate | 92.3% | 75.6%+16.7pp | 82.1%+10.2pp | 68.1%+24.2pp |
| Annual return | 53.51% | 27.59%+25.9pp | 66.58%-13.1pp | 41.64%+11.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $20,343 | $6,519+212.1% | $7,897+157.6% | $4,139+391.5% |
| Admin fee / account holder | $14,796 | $8,390+76.4% | $13,129+12.7% | $7,234+104.5% |