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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 | $30,576 | $162,136-81.1% | $152,301-79.9% | $154,746-80.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 19.16% | 91.02%-71.9pp | 80.50%-61.3pp | 172.34%-153.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,200 | $8,341-61.6% | $8,004-60.0% | $6,730-52.5% |
| Admin fee / account holder | $9,125 | $15,759-42.1% | $14,398-36.6% | $14,365-36.5% |