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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 | $21,233 | $160,040-86.7% | $147,096-85.6% | $145,877-85.4% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 19.71% | 98.49%-78.8pp | 419.75%-400.0pp | 551.28%-531.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $16,601 | $8,429+97.0% | $8,071+105.7% | $6,691+148.1% |
| Admin fee / account holder | $4,467 | $15,050-70.3% | $13,005-65.7% | $13,402-66.7% |