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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 | $19,181 | $108,897-82.4% | $100,378-80.9% | $145,877-86.9% |
| Participation rate | 81.8% | 83.0%-1.1pp | 81.5%+0.3pp | 80.3%+1.5pp |
| Annual return | 20.33% | 58.17%-37.8pp | 49.41%-29.1pp | 551.28%-531.0pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,481 | $8,455+24.0% | $8,087+29.6% | $6,691+56.7% |
| Admin fee / account holder | $476 | $9,690-95.1% | $7,899-94.0% | $13,402-96.5% |