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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 | $38,429 | $159,934-76.0% | $147,005-73.9% | $145,959-73.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.49% | 98.24%-86.7pp | 418.76%-407.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $231 | $5,287-95.6% | $4,934-95.3% | $4,661-95.0% |
| Participant deferral / active EE | $5,900 | $8,427-30.0% | $8,070-26.9% | $6,689-11.8% |
| Admin fee / account holder | $3,043 | $15,053-79.8% | $13,006-76.6% | $13,398-77.3% |