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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 | $107,359 | $159,978-32.9% | $147,041-27.0% | $145,978-26.5% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 14.75% | 98.36%-83.6pp | 419.21%-404.5pp | 550.52%-535.8pp |
| Employer contribution / active EE | $129 | $5,288-97.6% | $4,935-97.4% | $4,662-97.2% |
| Participant deferral / active EE | $8,541 | $8,429+1.3% | $8,071+5.8% | $6,690+27.7% |
| Admin fee / account holder | $1,233 | $15,053-91.8% | $13,006-90.5% | $13,400-90.8% |