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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 | $77,358-56.0% | $102,184-66.7% | $87,485-61.1% |
| Participation rate | 90.9% | 78.7%+12.2pp | 82.6%+8.3pp | 68.9%+22.0pp |
| Annual return | 65.30% | 41.11%+24.2pp | 31.58%+33.7pp | 26.06%+39.2pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,141 | $6,753+94.6% | $8,309+58.2% | $4,274+207.5% |
| Admin fee / account holder | $2,574 | $6,809-62.2% | $11,609-77.8% | $7,775-66.9% |