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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 | $36,510 | $95,404-61.7% | $113,397-67.8% | $82,637-55.8% |
| Participation rate | 92.2% | 72.8%+19.4pp | 76.5%+15.7pp | 68.1%+24.1pp |
| Annual return | 61.48% | 19.08%+42.4pp | 23.20%+38.3pp | 53.51%+8.0pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,407 | $4,220+146.6% | $5,076+105.0% | $4,126+152.2% |
| Admin fee / account holder | $879 | $9,168-90.4% | $11,957-92.7% | $7,339-88.0% |