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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 | $71,353-52.3% | $92,805-63.3% | $86,983-60.9% |
| Participation rate | 90.9% | 80.9%+10.0pp | 83.5%+7.4pp | 69.5%+21.4pp |
| Annual return | 65.30% | 44.68%+20.6pp | 31.59%+33.7pp | 25.83%+39.5pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $13,141 | $6,966+88.6% | $8,448+55.6% | $4,194+213.4% |
| Admin fee / account holder | $2,574 | $6,099-57.8% | $10,911-76.4% | $7,856-67.2% |