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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 | $27,935 | $211,239-86.8% | $178,528-84.4% | $145,877-80.9% |
| Participation rate | 72.7% | 80.8%-8.1pp | 77.1%-4.4pp | 80.3%-7.6pp |
| Annual return | 15.95% | 30.22%-14.3pp | 27.11%-11.2pp | 551.28%-535.3pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,708 | $6,963-75.5% | $6,278-72.8% | $6,691-74.5% |
| Admin fee / account holder | $488 | $12,095-96.0% | $10,419-95.3% | $13,402-96.4% |