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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 | $156,398-89.3% | $147,318-88.7% | $138,895-88.0% |
| Participation rate | 70.6% | 83.8%-13.2pp | 82.1%-11.5pp | 79.9%-9.3pp |
| Annual return | 43.58% | 78.75%-35.2pp | 70.43%-26.9pp | 145.39%-101.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,160 | $8,237-37.4% | $7,906-34.7% | $6,396-19.3% |
| Admin fee / account holder | $5,423 | $14,976-63.8% | $13,708-60.4% | $12,562-56.8% |