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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 | $16,669 | $154,228-89.2% | $145,433-88.5% | $137,256-87.9% |
| Participation rate | 70.6% | 83.8%-13.2pp | 82.1%-11.5pp | 80.0%-9.4pp |
| Annual return | 43.58% | 74.59%-31.0pp | 66.58%-23.0pp | 220.34%-176.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,160 | $8,216-37.2% | $7,897-34.7% | $6,407-19.5% |
| Admin fee / account holder | $5,423 | $14,344-62.2% | $13,129-58.7% | $12,270-55.8% |