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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 | $16,023 | $155,555-89.7% | $146,866-89.1% | $155,188-89.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.5%-4.7pp | 80.8%-3.0pp |
| Annual return | 142.46% | 115.41%+27.0pp | 102.85%+39.6pp | 148.84%-6.4pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,741 | $8,044-53.5% | $7,759-51.8% | $6,531-42.7% |
| Admin fee / account holder | $7,050 | $14,755-52.2% | $13,620-48.2% | $14,480-51.3% |