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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 | $30,606 | $223,823-86.3% | $211,142-85.5% | $154,746-80.2% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 15.59% | 50.39%-34.8pp | 46.84%-31.2pp | 172.34%-156.7pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,813 | $9,750+31.4% | $9,284+38.0% | $6,730+90.4% |
| Admin fee / account holder | $11,966 | $19,707-39.3% | $19,076-37.3% | $14,365-16.7% |