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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 | $18,010 | $154,228-88.3% | $145,433-87.6% | $137,256-86.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 24.30% | 74.59%-50.3pp | 66.58%-42.3pp | 220.34%-196.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,874 | $8,216-40.7% | $7,897-38.3% | $6,407-23.9% |
| Admin fee / account holder | $921 | $14,344-93.6% | $13,129-93.0% | $12,270-92.5% |