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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 | $19,640 | $117,904-83.3% | $102,457-80.8% | $145,978-86.5% |
| Participation rate | 76.5% | 78.6%-2.1pp | 76.5%0pp | 80.3%-3.8pp |
| Annual return | 10.64% | 31.80%-21.2pp | 29.41%-18.8pp | 550.52%-539.9pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,486 | $5,733-4.3% | $5,054+8.5% | $6,690-18.0% |
| Admin fee / account holder | $1,614 | $13,329-87.9% | $9,451-82.9% | $13,400-88.0% |