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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 | $107,809-76.9% | $97,032-74.3% | $155,188-84.0% |
| Participation rate | 70.0% | 75.5%-5.5pp | 71.6%-1.6pp | 80.8%-10.8pp |
| Annual return | 12.03% | 38.06%-26.0pp | 35.38%-23.3pp | 148.84%-136.8pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,881 | $5,129-63.3% | $4,672-59.7% | $6,531-71.2% |
| Admin fee / account holder | $9,064 | $10,717-15.4% | $9,418-3.8% | $14,480-37.4% |