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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 | $97,501 | $198,457-50.9% | $170,435-42.8% | $147,586-33.9% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 9.11% | 257.30%-248.2pp | 205.94%-196.8pp | 578.59%-569.5pp |
| Employer contribution / active EE | $1,181 | $6,183-80.9% | $5,432-78.3% | $4,876-75.8% |
| Participant deferral / active EE | $2,067 | $5,629-63.3% | $4,939-58.2% | $5,439-62.0% |
| Admin fee / account holder | $46,160 | $16,852+173.9% | $13,881+232.5% | $10,886+324.0% |