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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 | $77,387 | $115,225-32.8% | $100,712-23.2% | $138,895-44.3% |
| Participation rate | 84.2% | 74.3%+9.9pp | 69.3%+14.9pp | 79.9%+4.3pp |
| Annual return | 84.98% | 40.35%+44.6pp | 33.27%+51.7pp | 145.39%-60.4pp |
| Employer contribution / active EE | $290 | $2,771-89.5% | $2,313-87.4% | $4,194-93.1% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $446 | $10,844-95.9% | $9,256-95.2% | $12,562-96.5% |