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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 | $155,555-89.3% | $146,866-88.7% | $155,188-89.3% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.5%-11.9pp | 80.8%-10.2pp |
| Annual return | 43.58% | 115.41%-71.8pp | 102.85%-59.3pp | 148.84%-105.3pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,160 | $8,044-35.9% | $7,759-33.5% | $6,531-21.0% |
| Admin fee / account holder | $5,423 | $14,755-63.2% | $13,620-60.2% | $14,480-62.5% |