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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 | $27,980 | $217,432-87.1% | $185,849-84.9% | $167,536-83.3% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 9.14% | 148.42%-139.3pp | 122.10%-113.0pp | 478.82%-469.7pp |
| Employer contribution / active EE | $623 | $5,875-89.4% | $5,169-87.9% | $4,839-87.1% |
| Participant deferral / active EE | $5,058 | $6,357-20.4% | $5,569-9.2% | $6,342-20.2% |
| Admin fee / account holder | $342 | $19,818-98.3% | $16,244-97.9% | $12,315-97.2% |