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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 | $18,932 | $51,202-63.0% | $70,548-73.2% | $75,181-74.8% |
| Participation rate | 92.2% | 61.0%+31.3pp | 68.3%+23.9pp | 67.2%+25.0pp |
| Annual return | 73.88% | 30.05%+43.8pp | 32.78%+41.1pp | 160.69%-86.8pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,975-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,836 | $2,850+175.0% | $4,567+71.6% | $4,126+89.9% |
| Admin fee / account holder | $590 | $4,094-85.6% | $6,424-90.8% | $5,650-89.5% |