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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 | $93,760 | $118,708-21.0% | $98,920-5.2% | $158,982-41.0% |
| Participation rate | 70.0% | 77.8%-7.8pp | 76.0%-6.0pp | 82.0%-12.0pp |
| Annual return | 12.88% | 372.49%-359.6pp | 196.47%-183.6pp | 302.99%-290.1pp |
| Employer contribution / active EE | $200 | $3,334-94.0% | $2,689-92.6% | $4,763-95.8% |
| Participant deferral / active EE | $2,672 | $5,089-47.5% | $4,245-37.0% | $5,983-55.3% |
| Admin fee / account holder | $6,061 | $10,134-40.2% | $6,643-8.8% | $11,252-46.1% |