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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 | $9,007 | $70,366-87.2% | $66,674-86.5% | $138,895-93.5% |
| Participation rate | 73.7% | 76.2%-2.5pp | 73.7%0pp | 79.9%-6.2pp |
| Annual return | 16.74% | 386.41%-369.7pp | 321.24%-304.5pp | 145.39%-128.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,084 | $4,374-52.4% | $4,084-49.0% | $6,396-67.4% |
| Admin fee / account holder | $719 | $5,262-86.3% | $5,098-85.9% | $12,562-94.3% |