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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 | $114,119-85.7% | $107,187-84.8% | $138,895-88.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 17.20% | 273.21%-256.0pp | 204.55%-187.3pp | 145.39%-128.2pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,855 | $5,538-66.5% | $5,096-63.6% | $6,396-71.0% |
| Admin fee / account holder | $1,731 | $10,024-82.7% | $9,162-81.1% | $12,562-86.2% |