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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 | $27,731 | $107,666-74.2% | $102,184-72.9% | $154,746-82.1% |
| Participation rate | 86.7% | 83.7%+2.9pp | 82.6%+4.1pp | 80.7%+6.0pp |
| Annual return | 86.67% | 29.33%+57.3pp | 31.58%+55.1pp | 172.34%-85.7pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,312 | $8,719+41.2% | $8,309+48.2% | $6,730+82.9% |
| Admin fee / account holder | $1,425 | $12,943-89.0% | $11,609-87.7% | $14,365-90.1% |