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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 | $61,930 | $183,978-66.3% | $162,171-61.8% | $152,885-59.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 25.82% | 150.78%-125.0pp | 115.60%-89.8pp | 345.39%-319.6pp |
| Employer contribution / active EE | $1,333 | $6,370-79.1% | $5,613-76.2% | $4,763-72.0% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,402 | $13,122-51.2% | $10,843-41.0% | $11,598-44.8% |