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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 | $26,853 | $209,336-87.2% | $197,124-86.4% | $137,256-80.4% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 23.49% | 48.09%-24.6pp | 44.34%-20.9pp | 220.34%-196.9pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,466 | $9,614-32.7% | $9,135-29.2% | $6,407+0.9% |
| Admin fee / account holder | $1,594 | $17,308-90.8% | $16,298-90.2% | $12,270-87.0% |