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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 | $47,602 | $212,386-77.6% | $199,883-76.2% | $138,895-65.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 21.28% | 47.75%-26.5pp | 43.81%-22.5pp | 145.39%-124.1pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $23,534 | $9,617+144.7% | $9,138+157.5% | $6,396+267.9% |
| Admin fee / account holder | $2,967 | $18,233-83.7% | $17,268-82.8% | $12,562-76.4% |