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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 | $17,688 | $180,749-90.2% | $160,784-89.0% | $137,256-87.1% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 17.66% | 2234.46%-2216.8pp | 1803.92%-1786.3pp | 220.34%-202.7pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,006 | $6,844-41.5% | $6,293-36.3% | $6,407-37.5% |
| Admin fee / account holder | $9,218 | $10,397-11.3% | $9,717-5.1% | $12,270-24.9% |