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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 | $21,945 | $108,942-79.9% | $100,415-78.1% | $145,897-85.0% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 10.76% | 58.27%-47.5pp | 49.47%-38.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,589 | $8,461+37.0% | $8,091+43.2% | $6,689+73.2% |
| Admin fee / account holder | $385 | $9,702-96.0% | $7,906-95.1% | $13,390-97.1% |