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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 | $14,380 | $101,618-85.8% | $93,063-84.5% | $137,256-89.5% |
| Participation rate | 80.0% | 74.9%+5.1pp | 72.1%+7.9pp | 80.0%0pp |
| Annual return | 18.00% | 223.95%-205.9pp | 34.15%-16.2pp | 220.34%-202.3pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,217 | $4,279-24.8% | $3,958-18.7% | $6,407-49.8% |
| Admin fee / account holder | $435 | $6,198-93.0% | $6,033-92.8% | $12,270-96.5% |