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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 | $14,305 | $81,331-82.4% | $155,534-90.8% | $80,935-82.3% |
| Participation rate | 95.7% | 66.3%+29.5pp | 78.2%+17.5pp | 67.7%+28.1pp |
| Annual return | 72.97% | 33.37%+39.6pp | 64.92%+8.1pp | 35.66%+37.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,914 | $3,454+129.1% | $5,630+40.6% | $4,299+84.1% |
| Admin fee / account holder | $1,523 | $7,999-81.0% | $15,900-90.4% | $6,924-78.0% |