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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 | $79,921 | $209,422-61.8% | $178,503-55.2% | $158,982-49.7% |
| Participation rate | 78.9% | 86.4%-7.4pp | 81.9%-3.0pp | 82.0%-3.0pp |
| Annual return | 16.37% | 188.81%-172.4pp | 151.12%-134.8pp | 302.99%-286.6pp |
| Employer contribution / active EE | $781 | $5,707-86.3% | $5,011-84.4% | $4,763-83.6% |
| Participant deferral / active EE | $3,911 | $5,955-34.3% | $5,202-24.8% | $5,983-34.6% |
| Admin fee / account holder | $444 | $17,079-97.4% | $13,987-96.8% | $11,252-96.1% |