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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 | $19,353 | $167,362-88.4% | $143,799-86.5% | $134,532-85.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | 45.97% | 0.47%+45.5pp | -0.04%+46.0pp | 418.27%-372.3pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,381 | $6,447+45.5% | $5,638+66.4% | $6,401+46.6% |
| Admin fee / account holder | $467 | $18,094-97.4% | $14,677-96.8% | $11,429-95.9% |