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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 | $84,268 | $144,130-41.5% | $117,861-28.5% | $147,586-42.9% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 12.06% | 531.20%-519.1pp | 335.11%-323.0pp | 578.59%-566.5pp |
| Employer contribution / active EE | $357 | $4,897-92.7% | $3,786-90.6% | $4,876-92.7% |
| Participant deferral / active EE | $1,806 | $5,316-66.0% | $4,482-59.7% | $5,439-66.8% |
| Admin fee / account holder | $857 | $10,887-92.1% | $8,021-89.3% | $10,886-92.1% |