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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 | $22,209 | $99,875-77.8% | $146,866-84.9% | $86,983-74.5% |
| Participation rate | 82.5% | 75.8%+6.7pp | 82.5%0pp | 69.5%+13.0pp |
| Annual return | 60.88% | 28.10%+32.8pp | 102.85%-42.0pp | 25.83%+35.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,748 | $6,322+38.4% | $7,759+12.7% | $4,194+108.6% |
| Admin fee / account holder | $2,070 | $7,838-73.6% | $13,620-84.8% | $7,856-73.7% |