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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 | $65,785 | $115,814-43.2% | $101,275-35.0% | $158,982-58.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 25.45% | 56.16%-30.7pp | 46.48%-21.0pp | 302.99%-277.5pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,696 | $4,958-65.8% | $4,371-61.2% | $5,983-71.7% |
| Admin fee / account holder | $462 | $7,249-93.6% | $5,948-92.2% | $11,252-95.9% |