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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 | $24,213 | $183,592-86.8% | $155,574-84.4% | $145,877-83.4% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 8.90% | 61.37%-52.5pp | 64.87%-56.0pp | 551.28%-542.4pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,280 | $6,466+59.0% | $5,629+82.6% | $6,691+53.6% |
| Admin fee / account holder | $1,906 | $19,316-90.1% | $15,914-88.0% | $13,402-85.8% |