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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 | $31,935 | $208,088-84.7% | $186,193-82.8% | $154,746-79.4% |
| Participation rate | 73.3% | 80.0%-6.7pp | 77.1%-3.8pp | 80.7%-7.4pp |
| Annual return | 9.42% | 89.97%-80.6pp | 78.03%-68.6pp | 172.34%-162.9pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,945 | $7,078-58.4% | $6,513-54.8% | $6,730-56.2% |
| Admin fee / account holder | $14,448 | $11,698+23.5% | $11,058+30.7% | $14,365+0.6% |