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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 | $19,455 | $117,829-83.5% | $102,423-81.0% | $145,877-86.7% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 11.96% | 31.83%-19.9pp | 29.42%-17.5pp | 551.28%-539.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,840 | $5,732-67.9% | $5,054-63.6% | $6,691-72.5% |
| Admin fee / account holder | $1,583 | $13,335-88.1% | $9,455-83.3% | $13,402-88.2% |