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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 | $108,897-87.0% | $100,378-85.9% | $145,877-90.3% |
| Participation rate | 78.9% | 83.0%-4.0pp | 81.5%-2.6pp | 80.3%-1.4pp |
| Annual return | 31.43% | 58.17%-26.7pp | 49.41%-18.0pp | 551.28%-519.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,107 | $8,455-39.6% | $8,087-36.8% | $6,691-23.7% |
| Admin fee / account holder | $2,237 | $9,690-76.9% | $7,899-71.7% | $13,402-83.3% |