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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 | $31,219 | $107,421-70.9% | $182,262-82.9% | $94,015-66.8% |
| Participation rate | 91.4% | 77.8%+13.6pp | 84.2%+7.2pp | 70.8%+20.6pp |
| Annual return | 63.94% | 21.32%+42.6pp | 140.60%-76.7pp | 17.84%+46.1pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $10,066 | $6,558+53.5% | $8,276+21.6% | $4,249+136.9% |
| Admin fee / account holder | $784 | $8,692-91.0% | $16,712-95.3% | $8,951-91.2% |