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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 | $106,524-70.7% | $152,301-79.5% | $87,485-64.3% |
| Participation rate | 91.4% | 75.8%+15.7pp | 82.4%+9.0pp | 68.9%+22.5pp |
| Annual return | 63.94% | 26.89%+37.0pp | 80.50%-16.6pp | 26.06%+37.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,066 | $6,525+54.3% | $8,004+25.8% | $4,274+135.5% |
| Admin fee / account holder | $784 | $8,287-90.5% | $14,398-94.6% | $7,775-89.9% |