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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 | $76,229 | $160,070-52.4% | $147,117-48.2% | $145,897-47.8% |
| Participation rate | 78.6% | 84.0%-5.5pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 14.36% | 98.69%-84.3pp | 420.54%-406.2pp | 552.29%-537.9pp |
| Employer contribution / active EE | $763 | $5,285-85.6% | $4,932-84.5% | $4,663-83.6% |
| Participant deferral / active EE | $5,170 | $8,419-38.6% | $8,065-35.9% | $6,689-22.7% |
| Admin fee / account holder | $6,175 | $15,035-58.9% | $12,993-52.5% | $13,390-53.9% |