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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 | $15,244 | $108,897-86.0% | $100,378-84.8% | $145,877-89.5% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 12.48% | 58.17%-45.7pp | 49.41%-36.9pp | 551.28%-538.8pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,243 | $8,455+56.6% | $8,087+63.8% | $6,691+97.9% |
| Admin fee / account holder | $26,529 | $9,690+173.8% | $7,899+235.8% | $13,402+97.9% |