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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 | $56,081 | $91,439-38.7% | $135,974-58.8% | $71,511-21.6% |
| Participation rate | 78.6% | 75.7%+3.0pp | 81.9%-3.3pp | 67.9%+10.7pp |
| Annual return | 109.36% | 29.90%+79.5pp | 68.30%+41.1pp | 28.86%+80.5pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $14,959 | $7,093+110.9% | $7,760+92.8% | $4,291+248.6% |
| Admin fee / account holder | $349 | $1,267-72.5% | $10,767-96.8% | $1,588-78.0% |