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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 | $42,065 | $148,629-71.7% | $135,982-69.1% | $139,487-69.8% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.4pp | 80.3%-1.8pp |
| Annual return | 24.66% | 79.33%-54.7pp | 68.32%-43.7pp | 373.84%-349.2pp |
| Employer contribution / active EE | $65 | $5,247-98.8% | $4,859-98.7% | $4,755-98.6% |
| Participant deferral / active EE | $10,926 | $8,102+34.8% | $7,760+40.8% | $6,713+62.8% |
| Admin fee / account holder | $335 | $12,406-97.3% | $10,767-96.9% | $11,407-97.1% |