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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 | $23,684 | $175,257-86.5% | $149,717-84.2% | $139,456-83.0% |
| Participation rate | 73.9% | 83.4%-9.5pp | 78.8%-4.9pp | 80.3%-6.4pp |
| Annual return | 14.40% | 166.70%-152.3pp | 134.41%-120.0pp | 373.45%-359.0pp |
| Employer contribution / active EE | -$0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,896 | $6,521-70.9% | $5,682-66.6% | $6,711-71.8% |
| Admin fee / account holder | $1,897 | $16,156-88.3% | $13,213-85.6% | $11,407-83.4% |