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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 | $24,766 | $160,040-84.5% | $147,096-83.2% | $145,877-83.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.36% | 98.49%-87.1pp | 419.75%-408.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $37 | $5,289-99.3% | $4,936-99.3% | $4,663-99.2% |
| Participant deferral / active EE | $8,815 | $8,429+4.6% | $8,071+9.2% | $6,691+31.7% |
| Admin fee / account holder | $7,103 | $15,050-52.8% | $13,005-45.4% | $13,402-47.0% |