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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 | $108,911-79.9% | $100,392-78.1% | $145,884-85.0% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 10.76% | 58.23%-47.5pp | 49.45%-38.7pp | 551.85%-541.1pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,589 | $8,459+37.0% | $8,090+43.3% | $6,690+73.2% |
| Admin fee / account holder | $385 | $9,698-96.0% | $7,904-95.1% | $13,392-97.1% |