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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 | $33,712 | $209,422-83.9% | $178,503-81.1% | $158,982-78.8% |
| Participation rate | 70.8% | 86.4%-15.5pp | 81.9%-11.1pp | 82.0%-11.1pp |
| Annual return | 9.27% | 188.81%-179.5pp | 151.12%-141.9pp | 302.99%-293.7pp |
| Employer contribution / active EE | $1,108 | $5,707-80.6% | $5,011-77.9% | $4,763-76.7% |
| Participant deferral / active EE | $4,536 | $5,955-23.8% | $5,202-12.8% | $5,983-24.2% |
| Admin fee / account holder | $4,742 | $17,079-72.2% | $13,987-66.1% | $11,252-57.9% |