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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 | $43,778 | $115,814-62.2% | $101,275-56.8% | $158,982-72.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 8.26% | 56.16%-47.9pp | 46.48%-38.2pp | 302.99%-294.7pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,237 | $4,958-34.7% | $4,371-25.9% | $5,983-45.9% |
| Admin fee / account holder | $1,154 | $7,249-84.1% | $5,948-80.6% | $11,252-89.7% |