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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 | $13,383 | $110,410-87.9% | $102,437-86.9% | $145,897-90.8% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 10.07% | 24.85%-14.8pp | 24.95%-14.9pp | 552.29%-542.2pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,749 | $5,622-51.1% | $5,060-45.7% | $6,689-58.9% |
| Admin fee / account holder | $1,443 | $9,745-85.2% | $8,388-82.8% | $13,390-89.2% |