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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 | $34,047 | $78,520-56.6% | $96,576-64.7% | $82,448-58.7% |
| Participation rate | 90.9% | 77.7%+13.2pp | 81.4%+9.5pp | 68.1%+22.8pp |
| Annual return | 65.30% | 41.30%+24.0pp | 38.47%+26.8pp | 41.64%+23.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,141 | $6,754+94.6% | $7,956+65.2% | $4,139+217.5% |
| Admin fee / account holder | $2,574 | $13,455-80.9% | $11,381-77.4% | $7,234-64.4% |