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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 | $217,427-87.1% | $185,837-84.9% | $167,518-83.3% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 9.14% | 148.39%-139.3pp | 122.08%-112.9pp | 478.71%-469.6pp |
| Employer contribution / active EE | $623 | $5,874-89.4% | $5,168-87.9% | $4,838-87.1% |
| Participant deferral / active EE | $5,058 | $6,357-20.4% | $5,568-9.2% | $6,342-20.2% |
| Admin fee / account holder | $342 | $19,816-98.3% | $16,241-97.9% | $12,312-97.2% |