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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 | $21,934 | $154,209-85.8% | $130,062-83.1% | $139,487-84.3% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.5%+6.5pp | 80.3%+4.7pp |
| Annual return | 18.17% | 32.52%-14.4pp | -137.37%+155.5pp | 373.84%-355.7pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,962 | $6,709-40.9% | $5,821-31.9% | $6,713-41.0% |
| Admin fee / account holder | $347 | $13,988-97.5% | $10,601-96.7% | $11,407-97.0% |