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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 | $25,567 | $160,040-84.0% | $147,096-82.6% | $145,877-82.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 19.30% | 98.49%-79.2pp | 419.75%-400.4pp | 551.28%-532.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,048 | $8,429-16.4% | $8,071-12.7% | $6,691+5.3% |
| Admin fee / account holder | $734 | $15,050-95.1% | $13,005-94.4% | $13,402-94.5% |