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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 | $52,561 | $217,432-75.8% | $185,851-71.7% | $167,553-68.6% |
| Participation rate | 71.4% | 86.1%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 16.69% | 148.43%-131.7pp | 122.11%-105.4pp | 478.89%-462.2pp |
| Employer contribution / active EE | $941 | $5,874-84.0% | $5,168-81.8% | $4,840-80.6% |
| Participant deferral / active EE | $4,173 | $6,357-34.4% | $5,569-25.1% | $6,343-34.2% |
| Admin fee / account holder | $5,033 | $19,820-74.6% | $16,245-69.0% | $12,316-59.1% |