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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 | $24,942 | $108,911-77.1% | $100,392-75.2% | $145,884-82.9% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 18.60% | 58.23%-39.6pp | 49.45%-30.8pp | 551.85%-533.2pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,894 | $8,459+40.6% | $8,090+47.0% | $6,690+77.8% |
| Admin fee / account holder | $6,273 | $9,698-35.3% | $7,904-20.6% | $13,392-53.2% |