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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 | $15,826 | $105,145-84.9% | $94,664-83.3% | $139,466-88.7% |
| Participation rate | 71.4% | 82.4%-10.9pp | 80.8%-9.4pp | 80.3%-8.9pp |
| Annual return | 19.75% | 38.09%-18.3pp | 156.84%-137.1pp | 373.66%-353.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,791 | $7,599+2.5% | $7,417+5.0% | $6,712+16.1% |
| Admin fee / account holder | $329 | $8,972-96.3% | $7,222-95.4% | $11,409-97.1% |