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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 | $23,779 | $129,737-81.7% | $119,126-80.0% | $154,746-84.6% |
| Participation rate | 78.6% | 78.9%-0.3pp | 75.8%+2.8pp | 80.7%-2.1pp |
| Annual return | 17.02% | 379.08%-362.1pp | 282.11%-265.1pp | 172.34%-155.3pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,034 | $5,842+54.6% | $5,318+69.9% | $6,730+34.2% |
| Admin fee / account holder | $7,616 | $11,961-36.3% | $10,693-28.8% | $14,365-47.0% |