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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 | $43,760 | $196,972-77.8% | $182,262-76.0% | $198,609-78.0% |
| Participation rate | 77.8% | 85.7%-7.9pp | 84.2%-6.4pp | 82.4%-4.6pp |
| Annual return | 11.86% | 158.27%-146.4pp | 140.60%-128.7pp | 202.70%-190.8pp |
| Employer contribution / active EE | $1,363 | $5,364-74.6% | $5,046-73.0% | $5,055-73.0% |
| Participant deferral / active EE | $5,058 | $8,643-41.5% | $8,276-38.9% | $6,977-27.5% |
| Admin fee / account holder | $29,632 | $18,429+60.8% | $16,712+77.3% | $19,030+55.7% |