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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 | $26,044 | $166,268-84.3% | $165,100-84.2% | $145,897-82.1% |
| Participation rate | 76.2% | 82.0%-5.8pp | 78.6%-2.4pp | 80.3%-4.1pp |
| Annual return | 13.46% | 100.52%-87.1pp | 70.21%-56.7pp | 552.29%-538.8pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,754 | $6,964-46.1% | $6,035-37.8% | $6,689-43.9% |
| Admin fee / account holder | $4,049 | $16,659-75.7% | $12,696-68.1% | $13,390-69.8% |