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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 | $25,618 | $176,120-85.5% | $159,487-83.9% | $167,553-84.7% |
| Participation rate | 71.4% | 85.0%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 11.75% | 331.95%-320.2pp | 263.71%-252.0pp | 478.89%-467.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,292 | $7,752-44.6% | $7,354-41.6% | $6,343-32.3% |
| Admin fee / account holder | $9,629 | $12,561-23.3% | $10,804-10.9% | $12,316-21.8% |