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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 | $29,792 | $106,524-72.0% | $152,301-80.4% | $87,485-65.9% |
| Participation rate | 86.6% | 75.8%+10.8pp | 82.4%+4.1pp | 68.9%+17.6pp |
| Annual return | 48.70% | 26.89%+21.8pp | 80.50%-31.8pp | 26.06%+22.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,884 | $6,525+66.8% | $8,004+36.0% | $4,274+154.7% |
| Admin fee / account holder | $2,364 | $8,287-71.5% | $14,398-83.6% | $7,775-69.6% |