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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 | $62,769 | $103,392-39.3% | $87,104-27.9% | $152,897-58.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 16.73% | 28.10%-11.4pp | 28.19%-11.5pp | 345.43%-328.7pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,081 | $4,778+27.3% | $4,048+50.2% | $5,851+3.9% |
| Admin fee / account holder | $614 | $12,194-95.0% | $7,491-91.8% | $11,599-94.7% |