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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 | $50,760 | $217,427-76.7% | $185,837-72.7% | $167,518-69.7% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 13.92% | 148.39%-134.5pp | 122.08%-108.2pp | 478.71%-464.8pp |
| Employer contribution / active EE | $1,200 | $5,874-79.6% | $5,168-76.8% | $4,838-75.2% |
| Participant deferral / active EE | $2,649 | $6,357-58.3% | $5,568-52.4% | $6,342-58.2% |
| Admin fee / account holder | $1,080 | $19,816-94.6% | $16,241-93.4% | $12,312-91.2% |