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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 | $94,689 | $209,847-54.9% | $189,520-50.0% | $167,518-43.5% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 23.66% | 748.45%-724.8pp | 555.25%-531.6pp | 478.71%-455.1pp |
| Employer contribution / active EE | $750 | $6,913-89.2% | $6,161-87.8% | $4,838-84.5% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,063 | $14,295-78.6% | $12,046-74.6% | $12,312-75.1% |