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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 | $98,440 | $176,105-44.1% | $159,474-38.3% | $167,536-41.2% |
| Participation rate | 71.4% | 85.0%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 14.25% | 331.91%-317.7pp | 263.68%-249.4pp | 478.82%-464.6pp |
| Employer contribution / active EE | $847 | $5,299-84.0% | $4,831-82.5% | $4,839-82.5% |
| Participant deferral / active EE | $4,634 | $7,751-40.2% | $7,353-37.0% | $6,342-26.9% |
| Admin fee / account holder | $6,098 | $12,559-51.4% | $10,802-43.6% | $12,315-50.5% |