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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 | $26,901 | $165,399-83.7% | $149,745-82.0% | $158,982-83.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 15.82% | 348.34%-332.5pp | 276.72%-260.9pp | 302.99%-287.2pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,775 | $7,183-61.4% | $6,843-59.4% | $5,983-53.6% |
| Admin fee / account holder | $1,053 | $10,811-90.3% | $9,312-88.7% | $11,252-90.6% |