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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 | $27,970 | $150,447-81.4% | $136,298-79.5% | $147,586-81.0% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 18.84% | 1049.15%-1030.3pp | 5156.27%-5137.4pp | 578.59%-559.8pp |
| Employer contribution / active EE | $460 | $5,256-91.2% | $4,696-90.2% | $4,876-90.6% |
| Participant deferral / active EE | $4,895 | $6,631-26.2% | $6,247-21.7% | $5,439-10.0% |
| Admin fee / account holder | $4,036 | $10,906-63.0% | $9,244-56.3% | $10,886-62.9% |