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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 | $32,273 | $166,268-80.6% | $165,100-80.5% | $145,897-77.9% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 11.06% | 100.52%-89.5pp | 70.21%-59.2pp | 552.29%-541.2pp |
| Employer contribution / active EE | $168 | $5,284-96.8% | $4,348-96.1% | $4,663-96.4% |
| Participant deferral / active EE | $3,518 | $6,964-49.5% | $6,035-41.7% | $6,689-47.4% |
| Admin fee / account holder | $81,719 | $16,659+390.5% | $12,696+543.7% | $13,390+510.3% |