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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 | $25,740 | $103,008-75.0% | $90,304-71.5% | $152,897-83.2% |
| Participation rate | 73.9% | 75.9%-2.0pp | 73.3%+0.6pp | 82.5%-8.5pp |
| Annual return | 17.70% | 95.22%-77.5pp | 78.13%-60.4pp | 345.43%-327.7pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,815 | $4,281-34.3% | $3,885-27.6% | $5,851-51.9% |
| Admin fee / account holder | $9,688 | $6,175+56.9% | $5,354+80.9% | $11,599-16.5% |