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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 | $24,290 | $78,197-68.9% | $98,090-75.2% | $82,637-70.6% |
| Participation rate | 84.0% | 77.5%+6.5pp | 81.5%+2.5pp | 68.1%+15.9pp |
| Annual return | 55.83% | 40.25%+15.6pp | 37.05%+18.8pp | 53.51%+2.3pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $12,093 | $6,636+82.2% | $7,845+54.1% | $4,126+193.1% |
| Admin fee / account holder | $6,615 | $14,832-55.4% | $11,815-44.0% | $7,339-9.9% |