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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 | $19,722 | $108,922-81.9% | $100,398-80.4% | $145,978-86.5% |
| Participation rate | 76.2% | 83.0%-6.8pp | 81.5%-5.3pp | 80.3%-4.1pp |
| Annual return | 16.11% | 58.04%-41.9pp | 49.32%-33.2pp | 550.52%-534.4pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,066 | $8,450-16.4% | $8,084-12.6% | $6,690+5.6% |
| Admin fee / account holder | $2,713 | $9,680-72.0% | $7,893-65.6% | $13,400-79.8% |