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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 | $58,241-56.9% | $81,780-69.3% | $80,911-69.0% |
| Participation rate | 77.3% | 63.4%+13.8pp | 72.4%+4.9pp | 67.6%+9.6pp |
| Annual return | 45.11% | 41.73%+3.4pp | 776.27%-731.2pp | 35.63%+9.5pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,278 | $3,283+121.7% | $4,321+68.4% | $4,297+69.4% |
| Admin fee / account holder | $1,010 | $4,973-79.7% | $7,384-86.3% | $6,935-85.4% |