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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 | $25,162 | $211,224-88.1% | $178,505-85.9% | $145,897-82.8% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 11.53% | 30.28%-18.8pp | 27.16%-15.6pp | 552.29%-540.8pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,171 | $6,966+46.0% | $6,280+62.0% | $6,689+52.1% |
| Admin fee / account holder | $5,000 | $12,109-58.7% | $10,428-52.0% | $13,390-62.7% |