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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 | $39,485 | $198,457-80.1% | $170,435-76.8% | $147,586-73.2% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 14.92% | 257.30%-242.4pp | 205.94%-191.0pp | 578.59%-563.7pp |
| Employer contribution / active EE | $1,205 | $6,183-80.5% | $5,432-77.8% | $4,876-75.3% |
| Participant deferral / active EE | $5,076 | $5,629-9.8% | $4,939+2.8% | $5,439-6.7% |
| Admin fee / account holder | $7,644 | $16,852-54.6% | $13,881-44.9% | $10,886-29.8% |