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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 | $26,535 | $71,353-62.8% | $92,805-71.4% | $86,983-69.5% |
| Participation rate | 84.5% | 80.9%+3.6pp | 83.5%+1.0pp | 69.5%+15.0pp |
| Annual return | 72.23% | 44.68%+27.5pp | 31.59%+40.6pp | 25.83%+46.4pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $9,067 | $6,966+30.2% | $8,448+7.3% | $4,194+116.2% |
| Admin fee / account holder | $2,573 | $6,099-57.8% | $10,911-76.4% | $7,856-67.3% |