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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 | $37,617 | $160,070-76.5% | $147,117-74.4% | $145,897-74.2% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.2%-11.6pp | 80.3%-9.7pp |
| Annual return | 13.27% | 98.69%-85.4pp | 420.54%-407.3pp | 552.29%-539.0pp |
| Employer contribution / active EE | $4 | $5,285-99.9% | $4,932-99.9% | $4,663-99.9% |
| Participant deferral / active EE | $4,217 | $8,419-49.9% | $8,065-47.7% | $6,689-37.0% |
| Admin fee / account holder | $2,994 | $15,035-80.1% | $12,993-77.0% | $13,390-77.6% |