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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 | $25,375 | $125,184-79.7% | $105,607-76.0% | $145,884-82.6% |
| Participation rate | 70.0% | 77.6%-7.6pp | 75.3%-5.3pp | 80.3%-10.3pp |
| Annual return | 14.69% | 225.00%-210.3pp | 116.11%-101.4pp | 551.85%-537.2pp |
| Employer contribution / active EE | $301 | $3,720-91.9% | $3,167-90.5% | $4,662-93.5% |
| Participant deferral / active EE | $2,921 | $5,714-48.9% | $5,011-41.7% | $6,690-56.3% |
| Admin fee / account holder | $1,811 | $17,133-89.4% | $10,958-83.5% | $13,392-86.5% |