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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 | $29,547 | $102,595-71.2% | $94,057-68.6% | $154,746-80.9% |
| Participation rate | 72.7% | 76.0%-3.3pp | 73.3%-0.6pp | 80.7%-8.0pp |
| Annual return | 13.01% | 583.42%-570.4pp | 480.62%-467.6pp | 172.34%-159.3pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,323 | $5,118-74.1% | $4,709-71.9% | $6,730-80.3% |
| Admin fee / account holder | $358 | $7,736-95.4% | $7,244-95.1% | $14,365-97.5% |