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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 | $49,466 | $100,970-51.0% | $96,576-48.8% | $137,256-64.0% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 49.12% | 38.16%+11.0pp | 38.47%+10.6pp | 220.34%-171.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $15,724 | $8,286+89.8% | $7,956+97.6% | $6,407+145.4% |
| Admin fee / account holder | $1,785 | $11,312-84.2% | $11,381-84.3% | $12,270-85.4% |