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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 | $30,560 | $175,257-82.6% | $149,717-79.6% | $139,456-78.1% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 14.05% | 166.70%-152.6pp | 134.41%-120.4pp | 373.45%-359.4pp |
| Employer contribution / active EE | $417 | $5,477-92.4% | $4,820-91.4% | $4,753-91.2% |
| Participant deferral / active EE | $4,175 | $6,521-36.0% | $5,682-26.5% | $6,711-37.8% |
| Admin fee / account holder | $58,684 | $16,156+263.2% | $13,213+344.1% | $11,407+414.5% |