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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 | $176,077-85.5% | $159,455-83.9% | $167,518-84.7% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 11.75% | 331.83%-320.1pp | 263.63%-251.9pp | 478.71%-467.0pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,292 | $7,751-44.6% | $7,353-41.6% | $6,342-32.3% |
| Admin fee / account holder | $9,629 | $12,556-23.3% | $10,800-10.8% | $12,312-21.8% |