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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 | $47,666 | $217,432-78.1% | $185,851-74.4% | $167,553-71.6% |
| Participation rate | 94.1% | 86.1%+8.1pp | 81.7%+12.4pp | 82.1%+12.0pp |
| Annual return | 20.41% | 148.43%-128.0pp | 122.11%-101.7pp | 478.89%-458.5pp |
| Employer contribution / active EE | $1,140 | $5,874-80.6% | $5,168-77.9% | $4,840-76.4% |
| Participant deferral / active EE | $2,623 | $6,357-58.7% | $5,569-52.9% | $6,343-58.6% |
| Admin fee / account holder | $1,630 | $19,820-91.8% | $16,245-90.0% | $12,316-86.8% |