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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 | $31,504 | $209,336-85.0% | $197,124-84.0% | $137,256-77.0% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 21.06% | 48.09%-27.0pp | 44.34%-23.3pp | 220.34%-199.3pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,487 | $9,614+29.9% | $9,135+36.7% | $6,407+94.9% |
| Admin fee / account holder | $3,922 | $17,308-77.3% | $16,298-75.9% | $12,270-68.0% |