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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 | $131,651 | $175,259-24.9% | $149,723-12.1% | $139,487-5.6% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 18.77% | 166.82%-148.1pp | 134.50%-115.7pp | 373.84%-355.1pp |
| Employer contribution / active EE | $593 | $5,478-89.2% | $4,821-87.7% | $4,755-87.5% |
| Participant deferral / active EE | $2,733 | $6,522-58.1% | $5,682-51.9% | $6,713-59.3% |
| Admin fee / account holder | $1,062 | $16,158-93.4% | $13,215-92.0% | $11,407-90.7% |