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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 | $19,372 | $107,941-82.1% | $91,994-78.9% | $152,897-87.3% |
| Participation rate | 70.0% | 81.2%-11.2pp | 78.6%-8.6pp | 82.5%-12.5pp |
| Annual return | 34.30% | 89.28%-55.0pp | 69.04%-34.7pp | 345.43%-311.1pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,367 | $6,366+31.4% | $5,924+41.2% | $5,851+43.0% |
| Admin fee / account holder | $1,915 | $10,521-81.8% | $7,744-75.3% | $11,599-83.5% |