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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 | $16,288 | $111,535-85.4% | $105,223-84.5% | $137,256-88.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 17.20% | 237.85%-220.7pp | 180.65%-163.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,855 | $5,500-66.3% | $5,072-63.4% | $6,407-71.0% |
| Admin fee / account holder | $1,731 | $9,721-82.2% | $8,859-80.5% | $12,270-85.9% |