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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 | $14,189 | $108,942-87.0% | $100,415-85.9% | $145,897-90.3% |
| Participation rate | 78.9% | 83.0%-4.0pp | 81.5%-2.6pp | 80.3%-1.4pp |
| Annual return | 31.43% | 58.27%-26.8pp | 49.47%-18.0pp | 552.29%-520.9pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,107 | $8,461-39.6% | $8,091-36.9% | $6,689-23.7% |
| Admin fee / account holder | $2,237 | $9,702-76.9% | $7,906-71.7% | $13,390-83.3% |