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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 | $29,317 | $135,645-78.4% | $110,243-73.4% | $135,379-78.3% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | 22.63% | 513.24%-490.6pp | 314.76%-292.1pp | 519.79%-497.2pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,132 | $5,507-61.3% | $4,672-54.4% | $5,609-62.0% |
| Admin fee / account holder | $1,969 | $11,458-82.8% | $8,548-77.0% | $10,828-81.8% |