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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 | $17,230 | $148,629-88.4% | $135,982-87.3% | $139,487-87.6% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.4pp | 80.3%-1.8pp |
| Annual return | 24.52% | 79.33%-54.8pp | 68.32%-43.8pp | 373.84%-349.3pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $10,650 | $8,102+31.4% | $7,760+37.2% | $6,713+58.7% |
| Admin fee / account holder | $5,924 | $12,406-52.3% | $10,767-45.0% | $11,407-48.1% |