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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 | $24,351 | $148,582-83.6% | $135,942-82.1% | $139,456-82.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 21.34% | 79.26%-57.9pp | 68.28%-46.9pp | 373.45%-352.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,880 | $8,101-52.1% | $7,759-50.0% | $6,711-42.2% |
| Admin fee / account holder | $453 | $12,402-96.3% | $10,764-95.8% | $11,407-96.0% |