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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 | $160,028-32.9% | $147,080-27.0% | $145,884-26.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 14.75% | 98.60%-83.8pp | 420.17%-405.4pp | 551.85%-537.1pp |
| Employer contribution / active EE | $129 | $5,286-97.6% | $4,933-97.4% | $4,662-97.2% |
| Participant deferral / active EE | $8,541 | $8,422+1.4% | $8,066+5.9% | $6,690+27.7% |
| Admin fee / account holder | $1,233 | $15,030-91.8% | $12,989-90.5% | $13,392-90.8% |