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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 | $18,972 | $105,145-82.0% | $94,664-80.0% | $139,466-86.4% |
| Participation rate | 81.0% | 82.4%-1.4pp | 80.8%+0.1pp | 80.3%+0.6pp |
| Annual return | 17.61% | 38.09%-20.5pp | 156.84%-139.2pp | 373.66%-356.1pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,644 | $7,599-38.9% | $7,417-37.4% | $6,712-30.8% |
| Admin fee / account holder | $1,116 | $8,972-87.6% | $7,222-84.5% | $11,409-90.2% |