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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 | $17,254 | $108,911-84.2% | $100,392-82.8% | $145,884-88.2% |
| Participation rate | 70.0% | 83.0%-13.0pp | 81.5%-11.5pp | 80.3%-10.3pp |
| Annual return | 11.71% | 58.23%-46.5pp | 49.45%-37.7pp | 551.85%-540.1pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,225 | $8,459-50.1% | $8,090-47.8% | $6,690-36.8% |
| Admin fee / account holder | $324 | $9,698-96.7% | $7,904-95.9% | $13,392-97.6% |