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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 | $25,824 | $112,131-77.0% | $95,964-73.1% | $158,982-83.8% |
| Participation rate | 76.9% | 79.0%-2.1pp | 77.1%-0.2pp | 82.0%-5.0pp |
| Annual return | 14.18% | 171.19%-157.0pp | 91.64%-77.5pp | 302.99%-288.8pp |
| Employer contribution / active EE | $240 | $3,199-92.5% | $2,541-90.6% | $4,763-95.0% |
| Participant deferral / active EE | $1,559 | $4,784-67.4% | $4,167-62.6% | $5,983-73.9% |
| Admin fee / account holder | $627 | $10,136-93.8% | $6,797-90.8% | $11,252-94.4% |