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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 | $45,667 | $198,457-77.0% | $170,435-73.2% | $147,586-69.1% |
| Participation rate | 78.3% | 88.0%-9.7pp | 83.6%-5.3pp | 82.8%-4.6pp |
| Annual return | 26.89% | 257.30%-230.4pp | 205.94%-179.1pp | 578.59%-551.7pp |
| Employer contribution / active EE | $1,190 | $6,183-80.7% | $5,432-78.1% | $4,876-75.6% |
| Participant deferral / active EE | $3,417 | $5,629-39.3% | $4,939-30.8% | $5,439-37.2% |
| Admin fee / account holder | $1,272 | $16,852-92.5% | $13,881-90.8% | $10,886-88.3% |