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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 | $17,585 | $211,224-91.7% | $178,505-90.1% | $145,897-87.9% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 10.57% | 30.28%-19.7pp | 27.16%-16.6pp | 552.29%-541.7pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,055 | $6,966-70.5% | $6,280-67.3% | $6,689-69.3% |
| Admin fee / account holder | $343 | $12,109-97.2% | $10,428-96.7% | $13,390-97.4% |