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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 | $27,194 | $93,598-70.9% | $135,974-80.0% | $75,173-63.8% |
| Participation rate | 94.3% | 75.2%+19.1pp | 81.9%+12.4pp | 67.2%+27.1pp |
| Annual return | 45.00% | 30.89%+14.1pp | 68.30%-23.3pp | 160.72%-115.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $12,879 | $6,405+101.1% | $7,760+66.0% | $4,126+212.1% |
| Admin fee / account holder | $3,921 | $6,978-43.8% | $10,767-63.6% | $5,651-30.6% |