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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 | $18,456 | $108,882-83.0% | $96,754-80.9% | $154,746-88.1% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 26.26% | 98.39%-72.1pp | 82.04%-55.8pp | 172.34%-146.1pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $26,454 | $5,323+397.0% | $4,758+456.0% | $6,730+293.1% |
| Admin fee / account holder | $20,289 | $10,200+98.9% | $8,905+127.8% | $14,365+41.2% |