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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 | $160,040-76.0% | $147,096-73.9% | $145,877-73.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.49% | 98.49%-87.0pp | 419.75%-408.3pp | 551.28%-539.8pp |
| Employer contribution / active EE | $231 | $5,289-95.6% | $4,936-95.3% | $4,663-95.0% |
| Participant deferral / active EE | $5,900 | $8,429-30.0% | $8,071-26.9% | $6,691-11.8% |
| Admin fee / account holder | $3,043 | $15,050-79.8% | $13,005-76.6% | $13,402-77.3% |