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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 | $78,197-66.1% | $98,090-72.9% | $82,637-67.9% |
| Participation rate | 84.5% | 77.5%+7.0pp | 81.5%+3.0pp | 68.1%+16.5pp |
| Annual return | 72.23% | 40.25%+32.0pp | 37.05%+35.2pp | 53.51%+18.7pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,067 | $6,636+36.6% | $7,845+15.6% | $4,126+119.7% |
| Admin fee / account holder | $2,573 | $14,832-82.7% | $11,815-78.2% | $7,339-64.9% |