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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 | $30,110 | $154,159-80.5% | $130,026-76.8% | $139,456-78.4% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 16.80% | 32.50%-15.7pp | -137.26%+154.1pp | 373.45%-356.7pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,389 | $6,710-4.8% | $5,821+9.8% | $6,711-4.8% |
| Admin fee / account holder | $5,931 | $14,001-57.6% | $10,608-44.1% | $11,407-48.0% |