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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 | $71,603 | $183,988-61.1% | $162,177-55.8% | $152,897-53.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 17.78% | 150.79%-133.0pp | 115.60%-97.8pp | 345.43%-327.6pp |
| Employer contribution / active EE | $1,198 | $6,370-81.2% | $5,613-78.7% | $4,764-74.9% |
| Participant deferral / active EE | $4,473 | $8,032-44.3% | $7,297-38.7% | $5,851-23.6% |
| Admin fee / account holder | $3,572 | $13,123-72.8% | $10,843-67.1% | $11,599-69.2% |