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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 | $19,865 | $78,690-74.8% | $161,489-87.7% | $87,485-77.3% |
| Participation rate | 92.3% | 67.5%+24.8pp | 78.7%+13.6pp | 68.9%+23.4pp |
| Annual return | 44.68% | 32.74%+11.9pp | 89.72%-45.0pp | 26.06%+18.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,433 | $3,311+275.5% | $5,630+120.8% | $4,274+190.9% |
| Admin fee / account holder | $2,098 | $6,724-68.8% | $16,006-86.9% | $7,775-73.0% |