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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 | $53,189 | $96,123-44.7% | $77,361-31.2% | $198,609-73.2% |
| Participation rate | 75.0% | 81.1%-6.1pp | 75.0%0pp | 82.4%-7.4pp |
| Annual return | 12.96% | 2054.81%-2041.8pp | 1011.54%-998.6pp | 202.70%-189.7pp |
| Employer contribution / active EE | $417 | $3,791-89.0% | $2,990-86.1% | $5,055-91.8% |
| Participant deferral / active EE | $1,896 | $4,975-61.9% | $3,911-51.5% | $6,977-72.8% |
| Admin fee / account holder | $384 | $9,471-95.9% | $5,894-93.5% | $19,030-98.0% |