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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 | $13,100 | $111,535-88.3% | $105,223-87.6% | $137,256-90.5% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 15.27% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $170 | $3,939-95.7% | $3,689-95.4% | $4,156-95.9% |
| Participant deferral / active EE | $1,700 | $5,500-69.1% | $5,072-66.5% | $6,407-73.5% |
| Admin fee / account holder | $1,185 | $9,721-87.8% | $8,859-86.6% | $12,270-90.3% |