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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 | $18,301 | $155,555-88.2% | $146,866-87.5% | $155,188-88.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 21.46% | 115.41%-94.0pp | 102.85%-81.4pp | 148.84%-127.4pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,438 | $8,044-7.5% | $7,759-4.1% | $6,531+13.9% |
| Admin fee / account holder | $909 | $14,755-93.8% | $13,620-93.3% | $14,480-93.7% |