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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 | $97,001 | $175,231-44.6% | $149,696-35.2% | $139,466-30.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 27.11% | 166.77%-139.7pp | 134.46%-107.3pp | 373.66%-346.5pp |
| Employer contribution / active EE | $517 | $5,478-90.6% | $4,821-89.3% | $4,754-89.1% |
| Participant deferral / active EE | $3,825 | $6,521-41.3% | $5,682-32.7% | $6,712-43.0% |
| Admin fee / account holder | $6,445 | $16,155-60.1% | $13,212-51.2% | $11,409-43.5% |