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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 | $28,826 | $185,905-84.5% | $170,057-83.0% | $139,487-79.3% |
| Participation rate | 72.7% | 87.8%-15.0pp | 87.0%-14.3pp | 80.3%-7.6pp |
| Annual return | 36.26% | 60.56%-24.3pp | 53.42%-17.2pp | 373.84%-337.6pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $11,370 | $11,627-2.2% | $10,411+9.2% | $6,713+69.4% |
| Admin fee / account holder | $2,547 | $15,397-83.5% | $12,826-80.1% | $11,407-77.7% |