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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 | $70,552 | $115,814-39.1% | $101,275-30.3% | $158,982-55.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 12.31% | 56.16%-43.8pp | 46.48%-34.2pp | 302.99%-290.7pp |
| Employer contribution / active EE | $600 | $4,176-85.6% | $3,660-83.6% | $4,763-87.4% |
| Participant deferral / active EE | $2,581 | $4,958-47.9% | $4,371-41.0% | $5,983-56.9% |
| Admin fee / account holder | $8,823 | $7,249+21.7% | $5,948+48.3% | $11,252-21.6% |