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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 | $31,499 | $180,749-82.6% | $160,784-80.4% | $137,256-77.1% |
| Participation rate | 73.3% | 80.0%-6.6pp | 77.0%-3.6pp | 80.0%-6.6pp |
| Annual return | 18.19% | 2234.46%-2216.3pp | 1803.92%-1785.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,397 | $6,844-21.1% | $6,293-14.2% | $6,407-15.8% |
| Admin fee / account holder | $443 | $10,397-95.7% | $9,717-95.4% | $12,270-96.4% |