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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 | $23,305 | $160,070-85.4% | $147,117-84.2% | $145,897-84.0% |
| Participation rate | 77.3% | 84.0%-6.8pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 31.47% | 98.69%-67.2pp | 420.54%-389.1pp | 552.29%-520.8pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,346 | $8,419-0.9% | $8,065+3.5% | $6,689+24.8% |
| Admin fee / account holder | $7,588 | $15,035-49.5% | $12,993-41.6% | $13,390-43.3% |