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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 | $39,658 | $138,076-71.3% | $123,553-67.9% | $135,380-70.7% |
| Participation rate | 73.9% | 84.7%-10.8pp | 82.3%-8.4pp | 82.6%-8.7pp |
| Annual return | 10.06% | 153.70%-143.6pp | 119.21%-109.1pp | 519.81%-509.7pp |
| Employer contribution / active EE | $800 | $5,152-84.5% | $4,628-82.7% | $4,779-83.3% |
| Participant deferral / active EE | $2,395 | $6,800-64.8% | $6,426-62.7% | $5,609-57.3% |
| Admin fee / account holder | $554 | $10,917-94.9% | $9,284-94.0% | $10,828-94.9% |