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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 | $43,678 | $78,520-44.4% | $96,576-54.8% | $82,448-47.0% |
| Participation rate | 86.2% | 77.7%+8.5pp | 81.4%+4.8pp | 68.1%+18.1pp |
| Annual return | 715.43% | 41.30%+674.1pp | 38.47%+677.0pp | 41.64%+673.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,907 | $6,754+2.3% | $7,956-13.2% | $4,139+66.9% |
| Admin fee / account holder | $1,120 | $13,455-91.7% | $11,381-90.2% | $7,234-84.5% |