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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 | $43,244 | $162,136-73.3% | $152,301-71.6% | $154,746-72.1% |
| Participation rate | 73.7% | 84.1%-10.4pp | 82.4%-8.8pp | 80.7%-7.0pp |
| Annual return | 25.93% | 91.02%-65.1pp | 80.50%-54.6pp | 172.34%-146.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,016 | $8,341+80.0% | $8,004+87.6% | $6,730+123.1% |
| Admin fee / account holder | $2,037 | $15,759-87.1% | $14,398-85.8% | $14,365-85.8% |