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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 | $54,159 | $107,363-49.6% | $92,909-41.7% | $152,897-64.6% |
| Participation rate | 76.5% | 79.8%-3.3pp | 76.0%+0.5pp | 82.5%-6.0pp |
| Annual return | 18.83% | 145.63%-126.8pp | 109.44%-90.6pp | 345.43%-326.6pp |
| Employer contribution / active EE | $380 | $4,222-91.0% | $3,653-89.6% | $4,764-92.0% |
| Participant deferral / active EE | $4,223 | $4,848-12.9% | $4,238-0.3% | $5,851-27.8% |
| Admin fee / account holder | $402 | $7,082-94.3% | $5,795-93.1% | $11,599-96.5% |