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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 | $24,127 | $155,555-84.5% | $146,866-83.6% | $155,188-84.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 22.84% | 115.41%-92.6pp | 102.85%-80.0pp | 148.84%-126.0pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $13,898 | $8,044+72.8% | $7,759+79.1% | $6,531+112.8% |
| Admin fee / account holder | $3,272 | $14,755-77.8% | $13,620-76.0% | $14,480-77.4% |