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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 | $56,517 | $144,130-60.8% | $117,861-52.0% | $147,586-61.7% |
| Participation rate | 86.7% | 83.4%+3.2pp | 79.7%+7.0pp | 82.8%+3.8pp |
| Annual return | 15.70% | 531.20%-515.5pp | 335.11%-319.4pp | 578.59%-562.9pp |
| Employer contribution / active EE | $15 | $4,897-99.7% | $3,786-99.6% | $4,876-99.7% |
| Participant deferral / active EE | $2,036 | $5,316-61.7% | $4,482-54.6% | $5,439-62.6% |
| Admin fee / account holder | $4,961 | $10,887-54.4% | $8,021-38.1% | $10,886-54.4% |