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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 | $24,898 | $105,145-76.3% | $94,664-73.7% | $139,466-82.1% |
| Participation rate | 73.3% | 82.4%-9.0pp | 80.8%-7.5pp | 80.3%-7.0pp |
| Annual return | 18.04% | 38.09%-20.1pp | 156.84%-138.8pp | 373.66%-355.6pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,776 | $7,599+2.3% | $7,417+4.8% | $6,712+15.9% |
| Admin fee / account holder | $1,855 | $8,972-79.3% | $7,222-74.3% | $11,409-83.7% |