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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 | $91,947 | $183,978-50.0% | $162,171-43.3% | $152,885-39.9% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 20.89% | 150.78%-129.9pp | 115.60%-94.7pp | 345.39%-324.5pp |
| Employer contribution / active EE | $1,132 | $6,370-82.2% | $5,613-79.8% | $4,763-76.2% |
| Participant deferral / active EE | $3,240 | $8,033-59.7% | $7,297-55.6% | $5,851-44.6% |
| Admin fee / account holder | $10,832 | $13,122-17.5% | $10,843-0.1% | $11,598-6.6% |