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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 | $101,672 | $165,361-38.5% | $149,715-32.1% | $158,950-36.0% |
| Participation rate | 70.6% | 84.6%-14.0pp | 82.5%-11.9pp | 82.0%-11.4pp |
| Annual return | 17.59% | 348.24%-330.6pp | 276.66%-259.1pp | 302.91%-285.3pp |
| Employer contribution / active EE | $566 | $5,103-88.9% | $4,645-87.8% | $4,762-88.1% |
| Participant deferral / active EE | $4,163 | $7,182-42.0% | $6,842-39.2% | $5,983-30.4% |
| Admin fee / account holder | $1,051 | $10,808-90.3% | $9,310-88.7% | $11,248-90.7% |