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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 | $13,852 | $76,407-81.9% | $150,298-90.8% | $82,448-83.2% |
| Participation rate | 86.1% | 66.4%+19.7pp | 77.8%+8.4pp | 68.1%+18.0pp |
| Annual return | 45.52% | 39.99%+5.5pp | 62.79%-17.3pp | 41.64%+3.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,355 | $3,214+35.5% | $5,453-20.1% | $4,139+5.2% |
| Admin fee / account holder | $844 | $6,352-86.7% | $14,116-94.0% | $7,234-88.3% |