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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 | $61,754 | $160,028-61.4% | $147,080-58.0% | $145,884-57.7% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 18.70% | 98.60%-79.9pp | 420.17%-401.5pp | 551.85%-533.2pp |
| Employer contribution / active EE | $530 | $5,286-90.0% | $4,933-89.3% | $4,662-88.6% |
| Participant deferral / active EE | $15,228 | $8,422+80.8% | $8,066+88.8% | $6,690+127.6% |
| Admin fee / account holder | $17,149 | $15,030+14.1% | $12,989+32.0% | $13,392+28.1% |