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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 | $18,889 | $169,336-88.8% | $129,384-85.4% | $145,884-87.1% |
| Participation rate | 72.7% | 76.5%-3.8pp | 69.6%+3.1pp | 80.3%-7.6pp |
| Annual return | 13.58% | 14408.70%-14395.1pp | 9461.77%-9448.2pp | 551.85%-538.3pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,271 | $4,985+25.8% | $4,166+50.5% | $6,690-6.3% |
| Admin fee / account holder | $2,049 | $9,912-79.3% | $7,686-73.3% | $13,392-84.7% |