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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 | $32,532 | $77,358-57.9% | $102,184-68.2% | $87,485-62.8% |
| Participation rate | 89.5% | 78.7%+10.8pp | 82.6%+6.9pp | 68.9%+20.5pp |
| Annual return | 64.18% | 41.11%+23.1pp | 31.58%+32.6pp | 26.06%+38.1pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,756 | $6,753+0.1% | $8,309-18.7% | $4,274+58.1% |
| Admin fee / account holder | $1,110 | $6,809-83.7% | $11,609-90.4% | $7,775-85.7% |