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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 | $19,829 | $175,231-88.7% | $149,696-86.8% | $139,466-85.8% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 20.62% | 166.77%-146.2pp | 134.46%-113.8pp | 373.66%-353.0pp |
| Employer contribution / active EE | $870 | $5,478-84.1% | $4,821-81.9% | $4,754-81.7% |
| Participant deferral / active EE | $5,322 | $6,521-18.4% | $5,682-6.3% | $6,712-20.7% |
| Admin fee / account holder | $2,532 | $16,155-84.3% | $13,212-80.8% | $11,409-77.8% |