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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 | $42,792 | $78,976-45.8% | $100,383-57.4% | $74,546-42.6% |
| Participation rate | 91.1% | 79.5%+11.6pp | 81.5%+9.6pp | 67.2%+23.9pp |
| Annual return | 22.25% | 20.62%+1.6pp | 49.26%-27.0pp | 1366.03%-1343.8pp |
| Employer contribution / active EE | $0 | $3,019-100.0% | $3,944-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $14,984 | $7,758+93.2% | $8,086+85.3% | $4,347+244.7% |
| Admin fee / account holder | $574 | $1,330-56.9% | $7,900-92.7% | $1,944-70.5% |