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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 | $40,557 | $112,131-63.8% | $95,964-57.7% | $158,982-74.5% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 6.33% | 171.19%-164.9pp | 91.64%-85.3pp | 302.99%-296.7pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,105 | $4,784-35.1% | $4,167-25.5% | $5,983-48.1% |
| Admin fee / account holder | $12,549 | $10,136+23.8% | $6,797+84.6% | $11,252+11.5% |