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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 | $21,453 | $99,017-78.3% | $86,587-75.2% | $147,585-85.5% |
| Participation rate | 73.9% | 76.3%-2.4pp | 73.5%+0.4pp | 82.8%-8.9pp |
| Annual return | 13.54% | 1312.37%-1298.8pp | 964.86%-951.3pp | 578.56%-565.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,366 | $3,972-40.4% | $3,609-34.4% | $5,439-56.5% |
| Admin fee / account holder | $5,395 | $5,710-5.5% | $4,906+10.0% | $10,885-50.4% |