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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 | $50,480 | $198,457-74.6% | $170,435-70.4% | $147,586-65.8% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 14.66% | 257.30%-242.6pp | 205.94%-191.3pp | 578.59%-563.9pp |
| Employer contribution / active EE | $1,304 | $6,183-78.9% | $5,432-76.0% | $4,876-73.3% |
| Participant deferral / active EE | $3,742 | $5,629-33.5% | $4,939-24.2% | $5,439-31.2% |
| Admin fee / account holder | $1,087 | $16,852-93.6% | $13,881-92.2% | $10,886-90.0% |