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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 | $14,906 | $100,970-85.2% | $96,576-84.6% | $137,256-89.1% |
| Participation rate | 77.8% | 82.6%-4.8pp | 81.4%-3.7pp | 80.0%-2.2pp |
| Annual return | 38.16% | 38.16%0pp | 38.47%-0.3pp | 220.34%-182.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $17,616 | $8,286+112.6% | $7,956+121.4% | $6,407+175.0% |
| Admin fee / account holder | $5,190 | $11,312-54.1% | $11,381-54.4% | $12,270-57.7% |