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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 | $18,244 | $160,040-88.6% | $147,096-87.6% | $145,877-87.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 45.14% | 98.49%-53.4pp | 419.75%-374.6pp | 551.28%-506.1pp |
| Employer contribution / active EE | $168 | $5,289-96.8% | $4,936-96.6% | $4,663-96.4% |
| Participant deferral / active EE | $4,280 | $8,429-49.2% | $8,071-47.0% | $6,691-36.0% |
| Admin fee / account holder | $29,802 | $15,050+98.0% | $13,005+129.2% | $13,402+122.4% |