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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 | $130,715 | $202,342-35.4% | $172,753-24.3% | $152,909-14.5% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.5%-0.6pp |
| Annual return | 13.05% | 1029.88%-1016.8pp | 803.00%-790.0pp | 345.46%-332.4pp |
| Employer contribution / active EE | $692 | $5,857-88.2% | $5,144-86.5% | $4,764-85.5% |
| Participant deferral / active EE | $2,642 | $5,948-55.6% | $5,198-49.2% | $5,851-54.8% |
| Admin fee / account holder | $4,663 | $17,112-72.8% | $13,956-66.6% | $11,601-59.8% |