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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 | $24,895 | $108,882-77.1% | $96,754-74.3% | $154,746-83.9% |
| Participation rate | 70.0% | 75.1%-5.1pp | 70.3%-0.3pp | 80.7%-10.7pp |
| Annual return | 12.03% | 98.39%-86.4pp | 82.04%-70.0pp | 172.34%-160.3pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,881 | $5,323-64.7% | $4,758-60.5% | $6,730-72.1% |
| Admin fee / account holder | $9,064 | $10,200-11.1% | $8,905+1.8% | $14,365-36.9% |