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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 | $74,079 | $175,257-57.7% | $149,717-50.5% | $139,456-46.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 12.85% | 166.70%-153.9pp | 134.41%-121.6pp | 373.45%-360.6pp |
| Employer contribution / active EE | $1,000 | $5,477-81.7% | $4,820-79.3% | $4,753-79.0% |
| Participant deferral / active EE | $3,565 | $6,521-45.3% | $5,682-37.3% | $6,711-46.9% |
| Admin fee / account holder | $410 | $16,156-97.5% | $13,213-96.9% | $11,407-96.4% |