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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 | $79,169-45.9% | $100,415-57.4% | $74,478-42.5% |
| Participation rate | 91.1% | 79.4%+11.7pp | 81.5%+9.6pp | 67.2%+23.9pp |
| Annual return | 22.25% | 20.51%+1.7pp | 49.47%-27.2pp | 1370.56%-1348.3pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $14,984 | $7,751+93.3% | $8,091+85.2% | $4,350+244.4% |
| Admin fee / account holder | $574 | $1,337-57.1% | $7,906-92.7% | $1,946-70.5% |