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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 | $58,224 | $157,304-63.0% | $141,197-58.8% | $152,909-61.9% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.5%-9.7pp |
| Annual return | 18.08% | 64.34%-46.3pp | 71.41%-53.3pp | 345.46%-327.4pp |
| Employer contribution / active EE | $551 | $5,263-89.5% | $4,736-88.4% | $4,764-88.4% |
| Participant deferral / active EE | $4,231 | $7,111-40.5% | $6,710-36.9% | $5,851-27.7% |
| Admin fee / account holder | $349 | $12,126-97.1% | $10,265-96.6% | $11,601-97.0% |