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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 | $211,239-91.7% | $178,528-90.2% | $145,877-87.9% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 10.57% | 30.22%-19.7pp | 27.11%-16.5pp | 551.28%-540.7pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,055 | $6,963-70.5% | $6,278-67.3% | $6,691-69.3% |
| Admin fee / account holder | $343 | $12,095-97.2% | $10,419-96.7% | $13,402-97.4% |