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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 | $30,571 | $185,883-83.6% | $170,043-82.0% | $139,466-78.1% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 19.07% | 60.54%-41.5pp | 53.40%-34.3pp | 373.66%-354.6pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $15,214 | $11,626+30.9% | $10,410+46.1% | $6,712+126.7% |
| Admin fee / account holder | $5,012 | $15,393-67.4% | $12,824-60.9% | $11,409-56.1% |