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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 | $98,450 | $176,105-44.1% | $159,474-38.3% | $167,536-41.2% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 14.98% | 331.91%-316.9pp | 263.68%-248.7pp | 478.82%-463.8pp |
| Employer contribution / active EE | $45 | $5,299-99.2% | $4,831-99.1% | $4,839-99.1% |
| Participant deferral / active EE | $3,671 | $7,751-52.6% | $7,353-50.1% | $6,342-42.1% |
| Admin fee / account holder | $23,180 | $12,559+84.6% | $10,802+114.6% | $12,315+88.2% |