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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 | $30,813 | $178,174-82.7% | $156,181-80.3% | $137,256-77.6% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 15.52% | 84.19%-68.7pp | 64.87%-49.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,582 | $6,888-33.5% | $6,132-25.3% | $6,407-28.5% |
| Admin fee / account holder | $2,119 | $17,404-87.8% | $14,586-85.5% | $12,270-82.7% |