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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 | $20,778 | $107,666-80.7% | $102,184-79.7% | $154,746-86.6% |
| Participation rate | 90.9% | 83.7%+7.2pp | 82.6%+8.3pp | 80.7%+10.2pp |
| Annual return | 281.64% | 29.33%+252.3pp | 31.58%+250.1pp | 172.34%+109.3pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,158 | $8,719+39.4% | $8,309+46.3% | $6,730+80.6% |
| Admin fee / account holder | $2,634 | $12,943-79.6% | $11,609-77.3% | $14,365-81.7% |