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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 | $62,918 | $198,457-68.3% | $170,435-63.1% | $147,586-57.4% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 10.20% | 257.30%-247.1pp | 205.94%-195.7pp | 578.59%-568.4pp |
| Employer contribution / active EE | $1,109 | $6,183-82.1% | $5,432-79.6% | $4,876-77.3% |
| Participant deferral / active EE | $2,641 | $5,629-53.1% | $4,939-46.5% | $5,439-51.4% |
| Admin fee / account holder | $501 | $16,852-97.0% | $13,881-96.4% | $10,886-95.4% |