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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 | $27,434 | $176,105-84.4% | $159,474-82.8% | $167,536-83.6% |
| Participation rate | 70.0% | 85.0%-15.0pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 11.30% | 331.91%-320.6pp | 263.68%-252.4pp | 478.82%-467.5pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,758 | $7,751-38.6% | $7,353-35.3% | $6,342-25.0% |
| Admin fee / account holder | $562 | $12,559-95.5% | $10,802-94.8% | $12,315-95.4% |