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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 | $27,021 | $155,555-82.6% | $146,866-81.6% | $155,188-82.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 18.88% | 115.41%-96.5pp | 102.85%-84.0pp | 148.84%-130.0pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,864 | $8,044-27.1% | $7,759-24.4% | $6,531-10.2% |
| Admin fee / account holder | $2,124 | $14,755-85.6% | $13,620-84.4% | $14,480-85.3% |