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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 | $17,908 | $208,088-91.4% | $186,193-90.4% | $154,746-88.4% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.1%-2.1pp | 80.7%-5.7pp |
| Annual return | 15.52% | 89.97%-74.5pp | 78.03%-62.5pp | 172.34%-156.8pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,574 | $7,078-49.5% | $6,513-45.1% | $6,730-46.9% |
| Admin fee / account holder | $332 | $11,698-97.2% | $11,058-97.0% | $14,365-97.7% |