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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 | $26,525 | $165,399-84.0% | $149,745-82.3% | $158,982-83.3% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 22.98% | 348.34%-325.4pp | 276.72%-253.7pp | 302.99%-280.0pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,977 | $7,183-30.7% | $6,843-27.3% | $5,983-16.8% |
| Admin fee / account holder | $10,541 | $10,811-2.5% | $9,312+13.2% | $11,252-6.3% |