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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 | $23,567 | $160,028-85.3% | $147,080-84.0% | $145,884-83.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.88% | 98.60%-83.7pp | 420.17%-405.3pp | 551.85%-537.0pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $13,389 | $8,422+59.0% | $8,066+66.0% | $6,690+100.1% |
| Admin fee / account holder | $2,506 | $15,030-83.3% | $12,989-80.7% | $13,392-81.3% |