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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 | $71,089 | $209,422-66.1% | $178,503-60.2% | $158,982-55.3% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 14.80% | 188.81%-174.0pp | 151.12%-136.3pp | 302.99%-288.2pp |
| Employer contribution / active EE | $1,084 | $5,707-81.0% | $5,011-78.4% | $4,763-77.2% |
| Participant deferral / active EE | $3,525 | $5,955-40.8% | $5,202-32.2% | $5,983-41.1% |
| Admin fee / account holder | $306 | $17,079-98.2% | $13,987-97.8% | $11,252-97.3% |