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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 | $27,193 | $202,463-86.6% | $169,397-83.9% | $139,487-80.5% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.2%-2.2pp | 80.3%-5.3pp |
| Annual return | 13.53% | 532.64%-519.1pp | 406.23%-392.7pp | 373.84%-360.3pp |
| Employer contribution / active EE | $453 | $4,694-90.4% | $4,013-88.7% | $4,755-90.5% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $845 | $10,726-92.1% | $9,017-90.6% | $11,407-92.6% |