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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 | $25,092 | $58,258-56.9% | $81,820-69.3% | $80,925-69.0% |
| Participation rate | 77.3% | 63.5%+13.8pp | 72.4%+4.9pp | 67.7%+9.6pp |
| Annual return | 45.11% | 41.76%+3.3pp | 777.93%-732.8pp | 35.65%+9.5pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,278 | $3,284+121.6% | $4,323+68.4% | $4,299+69.3% |
| Admin fee / account holder | $1,010 | $4,976-79.7% | $7,391-86.3% | $6,940-85.4% |