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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 | $42,476 | $176,120-75.9% | $159,487-73.4% | $167,553-74.6% |
| Participation rate | 72.7% | 85.0%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 48.74% | 331.95%-283.2pp | 263.71%-215.0pp | 478.89%-430.2pp |
| Employer contribution / active EE | $702 | $5,299-86.8% | $4,831-85.5% | $4,840-85.5% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $363 | $12,561-97.1% | $10,804-96.6% | $12,316-97.1% |